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

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

Historical chart of Element 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 Element 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 Element Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $813k 21k 39.39
2024-06-30 $668k 17k 39.08
2024-03-31 $45k 1.2k 38.89
2023-12-31 $26k 689 36.99

More positions owned by Element Wealth

Ishares Tr Core S&p500 Etf (IVV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Core Msci Emkt (IEMG)
Pimco Access Income Fund Shs Benfin Int (PAXS)
Pimco Dynamic Income Oprnts Com Ben Shs (PDO)
Ishares Tr Us Treas Bd Etf (GOVT)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)

View all positions for Element Wealth

Top funds holding Wisdomtree Trust wrld ex-us grwth

Morgan Stanley
Bank of America Corporation
CWM
LPL Financial
Private Advisor
Wells Fargo & Company
Royal Bank of Canada
Legacy Financial Advisors
Commonwealth Equity Services
Key FInancial
360 Financial
Equitable Holdings
BIP Wealth
Jane Street
Jpmorgan Chase & Co

View all funds holding Wisdomtree Trust wrld ex-us grwth