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Wisdomtree Tr itl hdg div gt shares owned by Montis Financial

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

Historical chart of Montis Financial investment in Wisdomtree Tr itl hdg div gt

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All positions including Wisdomtree Tr itl hdg div gt held by Montis Financial 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 Montis Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $373k 8.1k 46.08
2025-06-30 $439k 9.8k 45.05
2025-03-31 $730k 17k 43.40
2024-12-31 $858k 20k 43.47

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Top funds holding Wisdomtree Tr itl hdg div gt

LPL Financial
Morgan Stanley
Raymond James Financial
Creative Planning
UBS Group
Stifel Financial
Falcon Wealth Planning
Envestnet Asset Management
Ameriprise Financial
Trilogy Capital
Northwestern Mutual Wealth Management Company
Eagle Strategies
Advisor Group Holdings
Hunter Associates
Royal Bank of Canada

View all funds holding Wisdomtree Tr itl hdg div gt