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Wisdomtree Trust wrld ex-us grwth shares owned by Financial Strategies Group

Quarter-by-quarter ownership of Wisdomtree Trust wrld ex-us grwth (DNL) shares owned by Financial Strategies Group from 13F filings

Historical chart of Financial Strategies Group investment in Wisdomtree Trust wrld ex-us grwth

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Trust wrld ex-us grwth held by Financial Strategies Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Trust wrld ex-us grwth by Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.5M 38k 39.06
2023-12-31 $1.4M 38k 36.36
2023-09-30 $1.4M 42k 33.68

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Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Ibonds 24 Trm Ts (IBTE)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Pacer Fds Tr Swan Sos Fd Of (PSFF)
Ishares Jp Morgan Em Etf (LEMB)
Amazon (AMZN)
Apple (AAPL)
Alphabet Cap Stk Cl C (GOOG)
Berkshire Hathaway Inc Del Cl B New (BRK.B)

View all positions for Financial Strategies Group

Top funds holding Wisdomtree Trust wrld ex-us grwth

Bank of America Corporation
Wells Fargo & Company
UBS Group
CWM
Private Advisor
Royal Bank of Canada
Legacy Financial Advisors
Commonwealth Equity Services
Key FInancial
BIP Wealth
Jane Street
Captrust Financial Advisors
Cedrus
Systelligence
Jpmorgan Chase & Co

View all funds holding Wisdomtree Trust wrld ex-us grwth