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Wisdomtree Trust wrld ex-us grwth shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors 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 SRS Capital Advisors 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 SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $710k 17k 41.22
2025-06-30 $723k 18k 40.27
2025-03-31 $458k 13k 35.67
2024-12-31 $378k 11k 35.98

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Top funds holding Wisdomtree Trust wrld ex-us grwth

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

View all funds holding Wisdomtree Trust wrld ex-us grwth