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Wisdomtree Tr shares owned by Marks Group Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr shares owned by Marks Group Wealth Management from 13F filings

Historical chart of Marks Group Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Marks Group Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.8M 85k 33.69

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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