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Wisdomtree Tr shares owned by Prestige Wealth Management Group

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

Historical chart of Prestige Wealth Management Group investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Prestige Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $22k 1.1k 20.77
2023-12-31 $22k 1.1k 20.69
2023-09-30 $18k 1.1k 17.42
2023-06-30 $20k 1.1k 19.07

More positions owned by Prestige Wealth Management Group

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Tr Broad Usd High (USHY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Apple (AAPL)
Wisdomtree Tr Us Quality Grow (QGRW)
Select Sector Spdr Tr Financial (XLF)
Colgate-Palmolive Company (CL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Prestige Wealth Management Group

Top funds holding Wisdomtree Tr

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Bank Of Montreal
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AdvisorNet Financial
Private Advisor
Cambridge Investment Research Advisors

View all funds holding Wisdomtree Tr