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Wisdomtree Investments shares owned by Joule Financial

Quarter-by-quarter ownership of Wisdomtree Investments shares owned by Joule Financial from 13F filings

Historical chart of Joule Financial investment in Wisdomtree Investments

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All positions including Wisdomtree Investments held by Joule Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Investments by Joule Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $26k 23k 1.11

More positions owned by Joule Financial

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Consum Stp Etf (VDC)
Vanguard World Financials Etf (VFH)
Vanguard World Comm Srvc Etf (VOX)

View all positions for Joule Financial

Top funds holding Wisdomtree Investments

Lynrock Lake
Alberta Investment Management Corporation
Smh Capital Advisors
Pinnacle Holdings
Water Island Capital
Citigroup
Kestra Advisory Services
Envestnet Asset Management
Joule Financial
Royal Bank of Canada
K2 Principal Fund

View all funds holding Wisdomtree Investments