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Wisdomtree Tr shares owned by Umb Bank N A

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Umb Bank N A from 13F filings

Historical chart of Umb Bank N A investment in Wisdomtree Tr

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All positions including Wisdomtree Tr held by Umb Bank N A consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Umb Bank N A

Quarter filed Position value Share count Share price at filing
2024-03-31 $16k 770 20.77
2023-12-31 $16k 770 20.69
2023-09-30 $13k 770 17.42
2023-06-30 $15k 770 19.07

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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
Masso Torrence Wealth Management
Stifel Financial
AdvisorNet Financial
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Cambridge Investment Research Advisors
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View all funds holding Wisdomtree Tr