Wisdomtree Trust wrld ex-us grwth shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Wisdomtree Trust wrld ex-us grwth (DNL) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Wisdomtree Trust wrld ex-us grwth
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Quarterly reported holdings in Wisdomtree Trust wrld ex-us grwth by Geneos Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $223k | 5.7k | 39.08 |
| 2024-03-31 | $217k | 5.6k | 38.89 |
| 2023-12-31 | $227k | 6.1k | 36.99 |
| 2023-09-30 | $337k | 10k | 33.45 |
| 2023-06-30 | $375k | 11k | 35.82 |
| 2023-03-31 | $250k | 7.0k | 35.47 |
| 2022-12-31 | $277k | 8.6k | 32.23 |
| 2022-09-30 | $284k | 10k | 27.47 |
| 2022-06-30 | $334k | 11k | 31.31 |
| 2022-03-31 | $393k | 9.9k | 39.62 |
| 2018-03-31 | $17k | 300 | 56.67 |
| 2017-12-31 | $17k | 300 | 56.67 |
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