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Wisdomtree Tr shares owned by Drive Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (NTSE) shares owned by Drive Wealth Management from 13F filings

Historical chart of Drive Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $560k 20k 28.29
2023-12-31 $469k 17k 28.32
2023-09-30 $476k 19k 25.77
2023-06-30 $560k 20k 27.88
2023-03-31 $493k 18k 28.06
2022-12-31 $268k 10k 26.54

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ncino (NCNO)

View all positions for Drive Wealth Management

Top funds holding Wisdomtree Tr

Halbert Hargrove Global Advisors
Wealthcare Advisory Partners
Professional Financial Advisors
Jane Street
Drive Wealth Management
Commonwealth Equity Services
Advisor Group Holdings
Cardiff Park Advisors
UBS Group

View all funds holding Wisdomtree Tr