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Wisdomtree Trust wrld ex-us grwth shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group investment in Wisdomtree Trust wrld ex-us grwth

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All positions including Wisdomtree Trust wrld ex-us grwth held by SageView Advisory 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $218k 5.9k 36.82
2022-12-31 $374k 12k 32.23

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (Principal) (AGG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Intl Aggr (Principal) (IAGG)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (Principal) (MUB)
Ishares Tr Jpmorgan Usd Emg (Principal) (EMB)

View all positions for SageView Advisory 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