Wisdomtree Trust wrld ex-us grwth shares owned by Optimum Investment Advisors
Quarter-by-quarter ownership of Wisdomtree Trust wrld ex-us grwth (DNL) shares owned by Optimum Investment Advisors
from 13F filings
Historical chart of Optimum Investment Advisors investment in Wisdomtree Trust wrld ex-us grwth
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Quarterly reported holdings in Wisdomtree Trust wrld ex-us grwth by Optimum Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.0k | 148 | 40.49 |
| 2025-06-30 | $6.0k | 148 | 40.27 |
| 2025-03-31 | $5.3k | 148 | 35.67 |
| 2024-12-31 | $5.3k | 148 | 35.98 |
| 2024-09-30 | $5.8k | 148 | 39.39 |
| 2024-06-30 | $5.8k | 148 | 39.08 |
| 2024-03-31 | $5.8k | 148 | 38.89 |
| 2023-12-31 | $5.5k | 148 | 36.99 |
| 2023-09-30 | $5.0k | 148 | 33.45 |
| 2023-06-30 | $5.3k | 148 | 35.82 |
| 2023-03-31 | $5.3k | 148 | 35.47 |
| 2022-12-31 | $4.8k | 148 | 32.22 |
| 2022-09-30 | $4.0k | 148 | 27.03 |
| 2022-06-30 | $5.0k | 148 | 33.78 |
| 2022-03-31 | $6.0k | 148 | 40.54 |
| 2021-12-31 | $6.0k | 148 | 40.54 |
| 2021-09-30 | $6.0k | 148 | 40.54 |
| 2021-06-30 | $6.0k | 148 | 40.54 |
| 2021-03-31 | $6.0k | 74 | 81.08 |
| 2020-12-31 | $6.0k | 74 | 81.08 |
| 2020-09-30 | $5.0k | 74 | 67.57 |
| 2020-06-30 | $5.0k | 74 | 67.57 |
| 2020-03-31 | $4.0k | 74 | 54.05 |
| 2019-12-31 | $5.0k | 74 | 67.57 |
| 2019-09-30 | $4.0k | 74 | 54.05 |
| 2019-06-30 | $4.0k | 74 | 54.05 |
| 2019-03-31 | $4.0k | 74 | 54.05 |
| 2018-12-31 | $4.0k | 74 | 54.05 |
| 2018-09-30 | $4.0k | 74 | 54.05 |
| 2018-06-30 | $4.0k | 74 | 54.05 |
| 2018-03-31 | $4.0k | 74 | 54.05 |
| 2015-03-31 | $8.0k | 148 | 54.05 |
| 2014-12-31 | $7.0k | 148 | 47.30 |
| 2014-09-30 | $7.0k | 148 | 47.30 |
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