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Wisdomtree Tr itl hdg div gt shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth 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 Simplicity Wealth 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 Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $682k 15k 45.70
2024-06-30 $781k 17k 45.59
2024-03-31 $648k 14k 45.94

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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