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

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

Historical chart of KWB 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 KWB 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 KWB Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $516k 13k 39.08
2024-06-30 $476k 12k 38.89
2024-03-31 $476k 12k 38.89
2023-12-31 $4.9M 133k 36.99
2023-09-30 $6.5M 181k 35.82
2023-06-30 $6.7M 187k 35.82
2023-03-31 $3.0M 94k 32.23
2022-12-31 $2.9M 92k 32.22
2022-09-30 $2.7M 99k 27.49
2022-06-30 $1.5M 48k 31.69

More positions owned by KWB Wealth

Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Invesco Actively Managed Exc Total Return (GTO)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Spdr Ser Tr S&p 400 Mdcp Val (MDYV)
Invesco Exch Traded Fd Tr Ii S&p Intl Qulty (IDHQ)

View all positions for KWB 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