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Wisdomtree Tr itl hdg div gt shares owned by Pathstone Holdings

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

Historical chart of Pathstone Holdings investment in Wisdomtree Tr itl hdg div gt

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All positions including Wisdomtree Tr itl hdg div gt held by Pathstone Holdings 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 Pathstone Holdings

Quarter filed Position value Share count Share price at filing
2024-09-30 $16M 354k 45.70
2024-06-30 $16M 351k 45.59
2024-03-31 $16M 357k 45.94
2023-12-31 $15M 355k 41.99

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares Tr Core S&p Mcp Etf (IJH)
NVIDIA Corporation (NVDA)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Amazon (AMZN)
Coca-Cola Company (KO)
Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Pathstone Holdings

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