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Wisdomtree Trust wrld ex-us grwth shares owned by United Advisor Group

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

Historical chart of United Advisor Group investment in Wisdomtree Trust wrld ex-us grwth

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Quarterly reported holdings in Wisdomtree Trust wrld ex-us grwth by United Advisor Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $465k 12k 39.40
2024-06-30 $448k 12k 39.08
2024-03-31 $201k 5.2k 38.89

More positions owned by United Advisor Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
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Wisdomtree Us Quality Dividend Growth Fund Us Qtly Div Grt (DGRW)
Microsoft Corporation (MSFT)
Aptus Collared Investment Opportunity Etf Aptus Collrd Inv (ACIO)
United Parcel Service Inc Cl B CL B (UPS)
First Trust Rising Dividend Achievers Etf Risng Divd Achiv (RDVY)
T Rowe Price Dividend Growth Etf Price Div Grwt (TDVG)
Wisdomtree Us Largecap Dividend Fund Us Largecap Divd (DLN)
Strive 500 Etf Strive 500 Etf (STRV)
Wisdomtree Us Midcap Dividend Fund Us Midcap Divid (DON)
Exxon Mobil Corporation (XOM)
Alphabet Inc Cap Stk Cl A Cap Stk Cl A (GOOGL)
Opus Small Cap Value Etf Opus Sml Cp Vl (OSCV)

View all positions for United Advisor 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