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

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

Historical chart of Castle 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 Castle Wealth Management 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 Castle Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.1M 89k 45.70
2024-06-30 $3.5M 77k 45.59
2024-03-31 $3.1M 67k 45.94

More positions owned by Castle Wealth Management

Invesco Exch Traded Fd Tr Ii Short Term Treas (TBLL)
Pimco Etf Tr Multisector Bd (PYLD)
T Rowe Price Etf Floating Rate (TFLR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Wisdomtree Tr Putwrite Strat (PUTW)
Etf Ser Solutions Bahl Gaynor Sml (SMIG)
Matthews Asia Fds Emerging Markets (MEMX)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pacer Fds Tr Developed Mrkt (ICOW)
Ishares Tr Core S&p Mcp Etf (IJH)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Global X Fds Us Infr Dev Etf (PAVE)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)

View all positions for Castle Wealth Management

Top funds holding Wisdomtree Tr itl hdg div gt

Morgan Stanley
LPL Financial
Bank of America Corporation
Envestnet Asset Management
Ameritas Advisory Services
Raymond James Financial Services Advisors
Private Advisor
Creative Planning
Falcon Wealth Planning
Stifel Financial
Wells Fargo & Company
Kestra Advisory Services
Eagle Strategies
Personal Resources Investment & Strategic Management
Hunter Associates

View all funds holding Wisdomtree Tr itl hdg div gt