SFMG Wealth Advisors »

Wisdomtree Tr shares owned by SFMG Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Tr shares owned by SFMG Wealth Advisors from 13F filings

Historical chart of SFMG Wealth Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $295k 8.8k 33.69

More positions owned by SFMG Wealth Advisors

Atmos Energy Corporation (ATO)
Pacer Fds Tr Trendp Us Lar Cp (PTLC)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Spdr Series Trust Msci Usa Strtgic (QUS)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for SFMG Wealth Advisors

Top funds holding Wisdomtree Tr

Marks Group Wealth Management
Royal Bank of Canada
CI Private Wealth
Forthright Family Wealth Advisory
Atria Investments
Wealth Enhancement Advisory Services
SFMG Wealth Advisors
Halbert Hargrove Global Advisors
Federation des caisses Desjardins du Quebec
Country Trust Bank
Farther Finance Advisors

View all funds holding Wisdomtree Tr