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Wisdomtree Tr itl hdg div gt shares owned by Summit Wealth Group Llc / Co

Quarter-by-quarter ownership of Wisdomtree Tr itl hdg div gt (IHDG) shares owned by Summit Wealth Group Llc / Co from 13F filings

Historical chart of Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co 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 Summit Wealth Group Llc / Co

Quarter filed Position value Share count Share price at filing
2025-12-31 $559k 12k 48.66
2025-06-30 $560k 12k 45.05

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View all positions for Summit Wealth Group Llc / Co

Top funds holding Wisdomtree Tr itl hdg div gt

LPL Financial
Raymond James Financial
Ameritas Advisory Services
Creative Planning
Falcon Wealth Planning
UBS Group
Stifel Financial
Envestnet Asset Management
Ameriprise Financial
AE Wealth Management
Trilogy Capital
Eagle Strategies
Northwestern Mutual Wealth Management Company
Hunter Associates
Advisor Group Holdings

View all funds holding Wisdomtree Tr itl hdg div gt