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Wisdomtree Trust wrld ex-us grwth shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $8.9M 229k 39.08
2024-03-31 $11M 274k 38.89
2023-12-31 $10M 280k 36.99
2023-09-30 $8.9M 267k 33.45
2023-06-30 $10M 283k 35.82
2023-03-31 $9.2M 255k 36.05

More positions owned by BIP Wealth

Spdr S&p 500 Etf Etf (SPY)
Wisdomtree Floating Rate Etf (USFR)
Ishares Tr trs flt rt bd (TFLO)
Vanguard Total Stock Market ETF (VTI)
Ishares Msci Eafe Etf Etf (EFA)
Vanguard Value ETF (VTV)
Vanguard Total World Stock Idx (VT)
Vanguard Ftse All World Etf (VEU)
SPDR DJ Wilshire Large Cap Value (SPYV)
Ishares Russell 2000 Etf (IWM)
Spdr Ssga Ultra Short Etf (ULST)
SPDR Barclays Cptl Shrt Term Corp Bd ETF (SPSB)
Spdr Portfolio S P 1500 Etf (SPTM)
WisdomTree Intl. SmallCap Div (DLS)
WisdomTree Intl. LargeCap Div (DOL)

View all positions for BIP Wealth

Top funds holding Wisdomtree Trust wrld ex-us grwth

Morgan Stanley
Bank of America Corporation
CWM
Wells Fargo & Company
LPL Financial
Private Advisor
Royal Bank of Canada
Legacy Financial Advisors
Commonwealth Equity Services
Key FInancial
360 Financial
Equitable Holdings
BIP Wealth
ShoreHaven Wealth Partners
Cedrus

View all funds holding Wisdomtree Trust wrld ex-us grwth