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Wisdomtree Trust wrld ex-us grwth shares owned by SageView Advisory Group

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

Historical chart of SageView Advisory Group 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 SageView Advisory Group 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 SageView Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $236k 6.0k 39.40
2024-06-30 $234k 6.0k 39.08
2023-12-31 $218k 5.9k 36.82
2022-12-31 $374k 12k 32.23

More positions owned by SageView Advisory Group

Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Extend Mkt Etf (VXF)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Global Reit Etf (REET)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Apple (AAPL)
Flexshares Tr Mornstar Usmkt (TILT)
Microsoft Corporation (MSFT)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Jpmorgan Usd Emg (EMB)
Spdr Ser Tr Portfli High Yld (SPHY)

View all positions for SageView Advisory Group

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