Caliber Wealth Management »

Wisdomtree Tr itl hdg div gt shares owned by Caliber Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr itl hdg div gt (IHDG) shares owned by Caliber Wealth Management from 13F filings

Historical chart of Caliber Wealth Management investment in Wisdomtree Tr itl hdg div gt

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr itl hdg div gt held by Caliber Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr itl hdg div gt by Caliber Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $5.8M 127k 45.94
2023-12-31 $5.0M 120k 41.99
2023-09-30 $4.6M 119k 38.74
2023-06-30 $4.7M 117k 40.17
2023-03-31 $4.3M 110k 39.42

More positions owned by Caliber Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard World Inf Tech Etf (VGT)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Broadcom (AVGO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Palo Alto Networks (PANW)
Ishares Tr Faln Angls Usd (FALN)
Microsoft Corporation (MSFT)
salesforce (CRM)
Chipotle Mexican Grill (CMG)
Servicenow (NOW)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Caliber Wealth Management

Top funds holding Wisdomtree Tr itl hdg div gt

Bank of America Corporation
UBS Group
Raymond James Financial Services Advisors
Creative Planning
Private Advisor
Ameritas Advisory Services
Personal Resources Investment & Strategic Management
AE Wealth Management
Stifel Financial
Kestra Advisory Services
Cambridge Investment Research Advisors
Wells Fargo & Company
WESCAP Management
Summit Asset Management
Commonwealth Equity Services

View all funds holding Wisdomtree Tr itl hdg div gt