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WisdomTree Total Earnings Fund shares owned by Bartlett & Co. Wealth Management

Quarter-by-quarter ownership of WisdomTree Total Earnings Fund shares owned by Bartlett & Co. Wealth Management from 13F filings

Historical chart of Bartlett & Co. Wealth Management investment in WisdomTree Total Earnings Fund

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All positions including WisdomTree Total Earnings Fund held by Bartlett & Co. Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Earnings Fund by Bartlett & Co. Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $8.1k 165 49.33
2023-09-30 $7.3k 165 44.17

More positions owned by Bartlett & Co. Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Alphabet Inc Class C cs (GOOG)
Procter & Gamble Company (PG)
Berkshire Hathaway (BRK.B)
JPMorgan Chase & Co. (JPM)
MasterCard Incorporated (MA)
Lowe's Companies (LOW)
Amazon (AMZN)
Abbott Laboratories (ABT)
TJX Companies (TJX)
Costco Wholesale Corporation (COST)
Vanguard S&P 500 ETF Ex Trd Eq Fd (VOO)
Pepsi (PEP)
Amgen (AMGN)

View all positions for Bartlett & Co. Wealth Management

Top funds holding WisdomTree Total Earnings Fund

Frank. Day
Citadel Advisors
My Legacy Advisors
Retirement Capital Strategies
Bank of America Corporation
UBS Group
Steward Partners Investment Advisory
ICA Group Wealth Management
Tyler-Stone Wealth Management
Bartlett & Co.
IFP Advisors

View all funds holding WisdomTree Total Earnings Fund