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Wisdomtree Trust wrld ex-us grwth shares owned by Vertex Planning Partners

Quarter-by-quarter ownership of Wisdomtree Trust wrld ex-us grwth (DNL) shares owned by Vertex Planning Partners from 13F filings

Historical chart of Vertex Planning Partners 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 Vertex Planning Partners 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 Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.9M 53k 36.99
2023-09-30 $2.4M 72k 33.45
2023-06-30 $3.1M 85k 35.82
2023-03-31 $2.6M 75k 35.47
2022-12-31 $1.4M 45k 32.23

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding Wisdomtree Trust wrld ex-us grwth

Bank of America Corporation
Wells Fargo & Company
UBS Group
CWM
Private Advisor
Royal Bank of Canada
Legacy Financial Advisors
Commonwealth Equity Services
Key FInancial
BIP Wealth
Jane Street
Captrust Financial Advisors
Cedrus
Systelligence
Jpmorgan Chase & Co

View all funds holding Wisdomtree Trust wrld ex-us grwth