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WisdomTree Total Earnings Fund shares owned by Retirement Capital Strategies

Quarter-by-quarter ownership of WisdomTree Total Earnings Fund shares owned by Retirement Capital Strategies from 13F filings

Historical chart of Retirement Capital Strategies investment in WisdomTree Total Earnings Fund

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Total Earnings Fund by Retirement Capital Strategies

Quarter filed Position value Share count Share price at filing
2023-12-31 $203k 4.1k 49.19
2023-06-30 $1.8M 40k 45.93

More positions owned by Retirement Capital Strategies

Spdr Ser Tr S&p 500 Esg Etf (EFIV)
Vanguard World Esg Us Stk Etf (ESGV)
Ishares Tr Core Total Usd (IUSB)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr National Mun Etf (MUB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Ftse Int Gvt Etf (WIP)
Apple (AAPL)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Esg Scrnd S&p500 (XVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
3M Company (MMM)

View all positions for Retirement Capital Strategies

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