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Wisdomtree Tr shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $432k 21k 20.77
2023-12-31 $362k 18k 20.69
2023-09-30 $236k 14k 17.42

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Northern Lts Fd Tr Iv Monarch Sel Subs
Northern Lts Fd Tr Iv Monarch Vol Fact
Select Sector Spdr Tr Technology (XLK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for Kingsview Wealth Management

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