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Wisdomtree Trust wrld ex-us grwth shares owned by BIP Wealth

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

Historical chart of BIP Wealth 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 BIP Wealth 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 BIP Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $11M 274k 38.89
2023-12-31 $10M 280k 36.99
2023-09-30 $8.9M 267k 33.45
2023-06-30 $10M 283k 35.82
2023-03-31 $9.2M 255k 36.05

More positions owned by BIP Wealth

Wisdomtree Floating Rate Uie (USFR)
Spdr S&p 500 Etf Uie (SPY)
Ishares Tr TRS FLT RT BD (TFLO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Msci Eafe Etf Uie (EFA)
Vanguard Index Fds Value Etf (VTV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr S&p 500 Value Etf Uie (SPYV)
Vanguard Ftse All World Uie (VEU)
Ishares Russell 2000 Uie (IWM)
Spdr Ser Tr Portfolio Short (SPSB)
Spdr Ssga Ultra Short Uie (ULST)
Spdr Portfolio S P 1500 Uie (SPTM)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Wisdomtree Intl Smallcp Uie (DLS)

View all positions for BIP Wealth

Top funds holding Wisdomtree Trust wrld ex-us grwth

Morgan Stanley
Bank of America Corporation
UBS Group
Ameriprise Financial
CWM
Wells Fargo & Company
Private Advisor
LPL Financial
Royal Bank of Canada
Legacy Financial Advisors
Commonwealth Equity Services
Key FInancial
360 Financial
BIP Wealth
Captrust Financial Advisors

View all funds holding Wisdomtree Trust wrld ex-us grwth