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Wisdomtree Tr shares owned by My Legacy Advisors

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by My Legacy Advisors from 13F filings

Historical chart of My Legacy Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by My Legacy Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by My Legacy Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $511k 14k 36.68

More positions owned by My Legacy Advisors

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr National Mun Etf (MUB)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr Esg Awr Msci Usa (ESGU)
UnitedHealth (UNH)

View all positions for My Legacy Advisors

Top funds holding Wisdomtree Tr

Trust Point
RVW Wealth
Bank of America Corporation
LPL Financial
Legacy Financial Advisors
Prestige Wealth Management Group
Private Advisor
tru Independence
Smartleaf Asset Management
Kestra Advisory Services
Insight Advisors, LLC/ PA
Nbc Securities
RFG Advisory
Raymond James Financial Services Advisors
Envestnet Asset Management

View all funds holding Wisdomtree Tr