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WisdomTree Total Earnings Fund shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of WisdomTree Total Earnings Fund shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in WisdomTree Total Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Earnings Fund held by Lifeworks Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Earnings Fund by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $391k 7.9k 49.19

More positions owned by Lifeworks Advisors

Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Fidelity Covington Trust Msci Hlth Care I (FHLC)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ishares Tr Mbs Etf (MBB)
Vaneck Merk Gold Tr Gold Trust (OUNZ)
Johnson & Johnson (JNJ)
Merck & Co (MRK)
Microsoft Corporation (MSFT)
Otis Worldwide Corp (OTIS)
Eli Lilly & Co. (LLY)
Campbell Soup Company (CPB)

View all positions for Lifeworks Advisors

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
Tidemark

View all funds holding WisdomTree Total Earnings Fund