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Wisdomtree Trust wrld ex-us grwth shares owned by Summit Investment Advisory Services

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

Historical chart of Summit Investment Advisory Services 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 Summit Investment Advisory Services 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 Summit Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2024-03-31 $206k 5.3k 38.89
2023-12-31 $203k 5.5k 36.99
2022-12-31 $222k 6.9k 32.22

More positions owned by Summit Investment Advisory Services

Capital Group Dividend Value Shs Creation Uni (CGDV)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Ishares Tr Core Div Grwth (DGRO)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Msci Usa Min Vol (USMV)
Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Franklin Templeton Etf Tr Income Focus Etf (INCM)

View all positions for Summit Investment Advisory Services

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