World Equity Group »

Wisdomtree Tr shares owned by World Equity Group

Quarter-by-quarter ownership of Wisdomtree Tr shares owned by World Equity Group from 13F filings

Historical chart of World Equity Group investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by World Equity Group 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 World Equity Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $523k 16k 33.69

More positions owned by World Equity Group

Apple (AAPL)
First Tr Exch Traded Fd Iii Lng/sht Equity (FTLS)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Costco Wholesale Corporation (COST)
Palantir Technologies Cl A (PLTR)
First Tr Exchange-traded SHS (FDL)
Spdr Gold Tr Gold Shs (GLD)
Meta Platforms Cl A (META)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for World Equity Group

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