Cascade Financial Partners »

Wisdomtree Tr itl hdg div gt shares owned by Cascade Financial Partners

Quarter-by-quarter ownership of Wisdomtree Tr itl hdg div gt (IHDG) shares owned by Cascade Financial Partners from 13F filings

Historical chart of Cascade Financial Partners 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 Cascade Financial Partners 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 Cascade Financial Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $517k 11k 45.59

More positions owned by Cascade Financial Partners

Eli Lilly & Co. (LLY)
Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Pepsi (PEP)
PerkinElmer (RVTY)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Intl Lrgcap Dv (DOL)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Vanguard World Mega Grwth Ind (MGK)
Microsoft Corporation (MSFT)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Cascade Financial Partners

Top funds holding Wisdomtree Tr itl hdg div gt

Morgan Stanley
LPL Financial
Bank of America Corporation
Ameriprise Financial
UBS Group
Ameritas Advisory Services
Envestnet Asset Management
Raymond James Financial Services Advisors
Strategic Financial Concepts
Creative Planning
Private Advisor
Kestra Advisory Services
Stifel Financial
Wells Fargo & Company
Personal Resources Investment & Strategic Management

View all funds holding Wisdomtree Tr itl hdg div gt