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WisdomTree Intl. LargeCap Div shares owned by True Wealth Design

Quarter-by-quarter ownership of WisdomTree Intl. LargeCap Div (DOL) shares owned by True Wealth Design from 13F filings

Historical chart of True Wealth Design investment in WisdomTree Intl. LargeCap Div

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Intl. LargeCap Div held by True Wealth Design consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Intl. LargeCap Div by True Wealth Design

Quarter filed Position value Share count Share price at filing
2023-12-31 $567k 12k 49.26
2023-09-30 $531k 12k 45.62
2023-06-30 $564k 12k 47.17
2023-03-31 $576k 12k 46.70
2022-12-31 $543k 12k 44.01

More positions owned by True Wealth Design

Ea Series Trust Alpha Arch 1-3 (BOXX)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Us High Profitab (DUHP)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Intl High Profit (DIHP)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for True Wealth Design

Top funds holding WisdomTree Intl. LargeCap Div

Creative Planning
Huntington National Bank
Jpmorgan Chase & Co
Key FInancial
Royal Bank of Canada
BIP Wealth
Jane Street
Bank of America Corporation
Wells Fargo & Company
Streettalk Advisors
Commonwealth Equity Services
M^T Bank Corporation
Powers Advisory Group
Steward Partners Investment Advisory
Rockefeller Capital Management

View all funds holding WisdomTree Intl. LargeCap Div