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Wisdomtree Tr shares owned by CWM

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by CWM from 13F filings

Historical chart of CWM investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-03-31 $4.0k 176 22.73
2023-12-31 $4.0k 176 22.73
2023-09-30 $3.0k 176 17.05

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View all positions for CWM

Top funds holding Wisdomtree Tr

Stratos Wealth Partners
Kestra Advisory Services
Advisory Services Network
LPL Financial
Raymond James & Associates
Jane Street
Raymond James Financial Services Advisors
Prospera Financial Services
Branch Banking & Trust Company
Bank Of Montreal
Masso Torrence Wealth Management
Stifel Financial
AdvisorNet Financial
Private Advisor
Cambridge Investment Research Advisors

View all funds holding Wisdomtree Tr