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Wisdomtree Trust wrld ex-us grwth shares owned by Worth Asset Management

Quarter-by-quarter ownership of Wisdomtree Trust wrld ex-us grwth (DNL) shares owned by Worth Asset Management from 13F filings

Historical chart of Worth Asset Management 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 Worth Asset Management 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 Worth Asset Management

Quarter filed Position value Share count Share price at filing
2023-06-30 $24k 680 35.82
2023-03-31 $24k 680 35.47
2022-12-31 $22k 680 32.23
2022-09-30 $26k 930 27.96
2022-06-30 $71k 2.2k 31.84
2022-03-31 $78k 2.4k 33.19

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Ishares Core 60/40 Balanced Allocation Etf Etf (AOR)
Invesco Qqq Trust Series I Etf (QQQ)
State Street Spdr Portfolio S&p 500 Etf Etf (SPLG)
Capital Group Core Balanced Etf Etf (CGBL)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Vanguard S&p 500 Etf Etf (VOO)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Vanguard Mega Cap Growth Etf Etf (MGK)
Apple Stock (AAPL)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Invesco Nasdaq 100 Etf Etf (QQQM)
Abrdn Physical Gold Shares Etf Etf (SGOL)
Vanguard Growth Etf Etf (VUG)
State Street Spdr S&p Biotech Etf Etf (XBI)

View all positions for Worth Asset Management

Top funds holding Wisdomtree Trust wrld ex-us grwth

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

View all funds holding Wisdomtree Trust wrld ex-us grwth