Wisdomtree Trust wrld ex-us grwth shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Wisdomtree Trust wrld ex-us grwth (DNL) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Wisdomtree Trust wrld ex-us grwth
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Quarterly reported holdings in Wisdomtree Trust wrld ex-us grwth by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 37k | 40.49 |
| 2025-06-30 | $1.5M | 37k | 40.27 |
| 2025-03-31 | $895k | 25k | 35.67 |
| 2024-12-31 | $862k | 24k | 35.98 |
| 2024-09-30 | $893k | 23k | 39.40 |
| 2024-06-30 | $873k | 22k | 39.08 |
| 2024-03-31 | $833k | 21k | 38.89 |
| 2023-12-31 | $811k | 22k | 36.99 |
| 2023-09-30 | $693k | 21k | 33.45 |
| 2023-06-30 | $304k | 8.5k | 35.82 |
| 2023-03-31 | $669k | 19k | 35.47 |
| 2022-12-31 | $771k | 22k | 35.27 |
| 2022-09-30 | $660k | 20k | 32.92 |
| 2022-03-31 | $598k | 17k | 35.85 |
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