Wisdomtree Trust wrld ex-us grwth shares owned by Collaborative Wealth Managment
Quarter-by-quarter ownership of Wisdomtree Trust wrld ex-us grwth (DNL) shares owned by Collaborative Wealth Managment
from 13F filings
Historical chart of Collaborative Wealth Managment investment in Wisdomtree Trust wrld ex-us grwth
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Quarterly reported holdings in Wisdomtree Trust wrld ex-us grwth by Collaborative Wealth Managment
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.1M | 52k | 40.49 |
| 2025-06-30 | $2.2M | 54k | 40.27 |
| 2025-03-31 | $2.0M | 56k | 35.67 |
| 2024-12-31 | $2.0M | 56k | 35.98 |
| 2024-09-30 | $2.2M | 56k | 39.39 |
| 2024-06-30 | $2.2M | 57k | 39.08 |
| 2024-03-31 | $2.4M | 62k | 38.89 |
| 2023-12-31 | $2.4M | 66k | 36.99 |
| 2023-09-30 | $2.4M | 71k | 33.45 |
| 2023-06-30 | $2.4M | 68k | 35.82 |
| 2023-03-31 | $2.1M | 60k | 35.47 |
| 2022-12-31 | $1.7M | 51k | 32.23 |
| 2022-09-30 | $1.1M | 40k | 27.49 |
| 2022-06-30 | $1.1M | 34k | 31.69 |
| 2021-12-31 | $908k | 21k | 43.56 |
| 2021-03-31 | $1.0M | 26k | 39.73 |
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