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WisdomTree Total Earnings Fund shares owned by Private Advisor

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

Historical chart of Private Advisor investment in WisdomTree Total Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Earnings Fund by Private Advisor

Quarter filed Position value Share count Share price at filing
2023-12-31 $365k 7.4k 49.19
2023-09-30 $295k 6.7k 44.17
2023-06-30 $313k 6.6k 47.31
2023-03-31 $228k 5.3k 43.10

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View all positions for Private Advisor

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