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Wisdomtree Tr................... wsdm emktbd shares owned by ATX Financial Planning

Quarter-by-quarter ownership of Wisdomtree Tr................... wsdm emktbd (EMCB) shares owned by ATX Financial Planning from 13F filings

Historical chart of ATX Financial Planning investment in Wisdomtree Tr................... wsdm emktbd

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr................... wsdm emktbd held by ATX Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr................... wsdm emktbd by ATX Financial Planning

Quarter filed Position value Share count Share price at filing
2025-12-31 $339k 5.1k 66.47

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Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust State Street Spd (SPYM)
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Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Core Div Grwth (DGRO)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Proshares Tr Ultrapro Qqq (TQQQ)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)

View all positions for ATX Financial Planning

Top funds holding Wisdomtree Tr................... wsdm emktbd

LPL Financial
Integrated Wealth Concepts
UBS Group
Occidental Asset Management
Anderson Financial Strategies
Jane Street
Kestra Advisory Services
Flow Traders US
Collaborative Wealth Managment
AE Wealth Management
Moody National Bank Trust Division
Susquehanna International
VestGen Advisors
Envestnet Asset Management
CFG Asset Management

View all funds holding Wisdomtree Tr................... wsdm emktbd