Wiser Advisor Group »

Dollar Tree shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Dollar Tree (DLTR) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Dollar Tree

Tip: Access up to 7 years of quarterly data

All positions including Dollar Tree held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Dollar Tree by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $31k 442 70.32
2024-06-30 $47k 442 106.77
2024-03-31 $59k 442 133.15

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Amazon Common Stock (AMZN)
Vanguard Growth MF Closed and MF Open (VUG)
Alphabet Common Stock (GOOGL)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
New York Life MF Closed and MF Open (HFXI)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Eli Lilly Common Stock (LLY)
Meta Platforms Common Stock (META)
Jpmorgan Chase Common Stock (JPM)
Microsoft Corp Common Stock (MSFT)

View all positions for Wiser Advisor Group

Top funds holding Dollar Tree

Vanguard Group
BlackRock
Mantle Ridge
Nomura Holdings
T. Rowe Price Investment Management
State Street Corporation
Capital Research and Management Company - Division 3
Edgepoint Investment
Kovitz Investment Group Partners
Citadel Advisors
Susquehanna International
D. E. Shaw & Co
Geode Capital Management
Hudson Bay Capital Management
Millennium Management

View all funds holding Dollar Tree