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Wisdomtree Tr shares owned by Stratos Wealth Partners

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

Historical chart of Stratos Wealth Partners investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Stratos Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $17M 809k 20.77
2023-12-31 $14M 666k 20.69
2023-09-30 $11M 626k 17.42
2023-06-30 $11M 579k 19.07

More positions owned by Stratos Wealth Partners

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Tr Core Msci Intl (IDEV)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Stratos Wealth Partners

Top funds holding Wisdomtree Tr

Stratos Wealth Partners
Kestra Advisory Services
Advisory Services Network
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
Householder Group Estate & Retirement Specialist

View all funds holding Wisdomtree Tr