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Wisdomtree Trust wrld ex-us grwth shares owned by Monterey Private Wealth

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

Historical chart of Monterey Private Wealth investment in Wisdomtree Trust wrld ex-us grwth

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All positions including Wisdomtree Trust wrld ex-us grwth held by Monterey Private 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 Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2025-03-31 $212k 5.9k 35.67

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View all positions for Monterey Private Wealth

Top funds holding Wisdomtree Trust wrld ex-us grwth

Ameriprise Financial
LPL Financial
UBS Group
Private Advisor
Royal Bank of Canada
Wells Fargo & Company
Key FInancial
Commonwealth Equity Services
BIP Wealth
Captrust Financial Advisors
Cerro Pacific Wealth Advisors
Jpmorgan Chase & Co
Flow Traders US
Envestnet Asset Management
ShoreHaven Wealth Partners

View all funds holding Wisdomtree Trust wrld ex-us grwth