Capital A Wealth Management »

Wisdomtree Tr................... wsdm emktbd shares owned by Capital A Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr................... wsdm emktbd (EMCB) shares owned by Capital A Wealth Management from 13F filings

Historical chart of Capital A Wealth Management investment in Wisdomtree Tr................... wsdm emktbd

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All positions including Wisdomtree Tr................... wsdm emktbd held by Capital A Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr................... wsdm emktbd by Capital A Wealth Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $15k 239 63.90
2024-12-31 $584 9 64.89

More positions owned by Capital A Wealth Management

Microsoft Corporation (MSFT)
Apple (AAPL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
PNC Financial Services (PNC)
Huntington Bancshares Incorporated (HBAN)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Meta Platforms Cl A (META)
Ishares Tr Rus 2000 Grw Etf (IWO)
Spdr Ser Tr Port Mtg Bk Etf (SPMB)
Wisdomtree Tr Floatng Rat Trea (USFR)
Ishares Tr Rus 2000 Val Etf (IWN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Capital A Wealth Management

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

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

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