Diversify Wealth Management »

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

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

Historical chart of Diversify 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 Diversify 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 Diversify Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.5M 146k 44.78
2024-06-30 $5.7M 135k 42.42

More positions owned by Diversify Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Bny Mellon Etf Trust Us Mdcp Core Eqt (BKMC)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)

View all positions for Diversify 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