Ownership history in BIP Wealth, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which BIP Wealth, LLC reported a position in WISDOMTREE INTERNATIONAL LARGECAP DIVIDEND FUND (DOL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 310,989 | +2,458 | +0.8% | 0.72% | $20.5M | $65.85 |
| 2025 Q3 | REDUCED | 308,531 | -30 | -0.0% | 0.95% | $19.2M | $61.89 |
| 2025 Q2 | REDUCED | 308,561 | -15,525 | -4.8% | 1.13% | $18.4M | $58.97 |
| 2025 Q1 | ADDED | 324,086 | +3,721 | +1.2% | 1.16% | $17.8M | $53.62 |
| 2024 Q4 | ADDED | 320,365 | +42,117 | +15.1% | 1.06% | $15.8M | $47.94 |
| 2024 Q3 | ADDED | 278,248 | +42,623 | +18.1% | 1.02% | $15.0M | $51.98 |
| 2024 Q2 | ADDED | 235,625 | +10,601 | +4.7% | 0.98% | $12.0M | $48.63 |
| 2024 Q1 | ADDED | 225,024 | +15,498 | +7.4% | 0.85% | $11.6M | $48.65 |
| 2023 Q4 | ADDED | 209,526 | +9,523 | +4.8% | 0.81% | $10.3M | $46.07 |
| 2023 Q3 | REDUCED | 200,003 | -5,440 | -2.6% | 0.84% | $9.1M | $42.38 |
As of 2025 Q4 — sorted by position size