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Wisdomtree Tr fndmtl srt crp shares owned by Invenio Wealth Partners

Quarter-by-quarter ownership of Wisdomtree Tr fndmtl srt crp (SFIG) shares owned by Invenio Wealth Partners from 13F filings

Historical chart of Invenio Wealth Partners investment in Wisdomtree Tr fndmtl srt crp

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr fndmtl srt crp held by Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr fndmtl srt crp by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.7M 35k 47.97
2023-09-30 $1.1M 24k 46.51

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Ishares National Muni Bond Etf Etf (MUB)
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)
Apple Stock (AAPL)
Jpmorgan Municipal Etf Etf (JMUB)
Microsoft Corp Stock (MSFT)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)

View all positions for Invenio Wealth Partners

Top funds holding Wisdomtree Tr fndmtl srt crp

Prime Capital Investment Advisors
WT Wealth Management
Jane Street
Private Advisor
Smartleaf Asset Management
Invenio Wealth Partners
Global Retirement Partners
JT Stratford
Kestra Advisory Services
Advisor Group Holdings
CFG Asset Management
RFG Advisory
Bank Of Montreal
Bank of New York Mellon
Team Financial Group

View all funds holding Wisdomtree Tr fndmtl srt crp