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Wisdomtree Tr shares owned by Uhlmann Price Securities

Quarter-by-quarter ownership of Wisdomtree Tr (HYIN) shares owned by Uhlmann Price Securities from 13F filings

Historical chart of Uhlmann Price Securities investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Uhlmann Price Securities consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Uhlmann Price Securities

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.4M 99k 14.42

More positions owned by Uhlmann Price Securities

Kla Corp Com New (KLAC)
Wisdomtree Tr Floatng Rat Trea (USFR)
Apple (AAPL)
Southern Company (SO)
Cisco Systems (CSCO)
Goldman Sachs (GS)
Alphabet Cap Stk Cl C (GOOG)
Blackstone Group Inc Com Cl A (BX)
Intuit (INTU)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
JPMorgan Chase & Co. (JPM)
Eli Lilly & Co. (LLY)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)

View all positions for Uhlmann Price Securities

Top funds holding Wisdomtree Tr

WealthPlan Investment Management
Uhlmann Price Securities
Cetera Investment Advisers
Prospera Financial Services
Delta Investment Management
Feltz Wealth PLAN
Breachway Investments
Advisor Group Holdings
Signature Equity Partners
Farther Finance Advisors
AE Wealth Management
Morgan Stanley
FMR

View all funds holding Wisdomtree Tr