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Wisdomtree Tr itl hdg div gt shares owned by Capital Performance Advisors

Quarter-by-quarter ownership of Wisdomtree Tr itl hdg div gt (IHDG) shares owned by Capital Performance Advisors from 13F filings

Historical chart of Capital Performance Advisors 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 Capital Performance Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr itl hdg div gt by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $683k 14k 48.15
2025-12-31 $698k 14k 48.66

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Vanguard Index Fds Value Etf (VTV)
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View all positions for Capital Performance Advisors

Top funds holding Wisdomtree Tr itl hdg div gt

LPL Financial
Morgan Stanley
Bank of America Corporation
Raymond James Financial
Ameritas Advisory Services
Falcon Wealth Planning
Creative Planning
AE Wealth Management
UBS Group
Stifel Financial
Trilogy Capital
Envestnet Asset Management
Ameriprise Financial
Eagle Strategies
Northwestern Mutual Wealth Management Company

View all funds holding Wisdomtree Tr itl hdg div gt