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Wisdomtree Tr shares owned by Forthright Family Wealth Advisory

Quarter-by-quarter ownership of Wisdomtree Tr shares owned by Forthright Family Wealth Advisory from 13F filings

Historical chart of Forthright Family Wealth Advisory investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Forthright Family Wealth Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Forthright Family Wealth Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $852k 25k 33.69

More positions owned by Forthright Family Wealth Advisory

Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Msci Emrg Chn (EMXC)
Ishares Tr S&p 100 Etf (OEF)
Ishares Tr U.s. Tech Etf (IYW)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Vanguard Scottsdale Fds Long Term Treas (VGLT)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Gold Tr Ishares New (IAU)

View all positions for Forthright Family Wealth Advisory

Top funds holding Wisdomtree Tr

Marks Group Wealth Management
Royal Bank of Canada
CI Private Wealth
Forthright Family Wealth Advisory
Atria Investments
World Equity Group
SFMG Wealth Advisors
Federation des caisses Desjardins du Quebec

View all funds holding Wisdomtree Tr