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Wisdomtree Tr shares owned by Integrated Wealth Concepts

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

Historical chart of Integrated Wealth Concepts investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.7k 34 49.03

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Etf Ser Solutions Aptus Defined (DRSK)
NVIDIA Corporation (NVDA)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)

View all positions for Integrated Wealth Concepts

Top funds holding Wisdomtree Tr

Mather Group
Resources Investment Advisors
Wealthcare Advisory Partners
Professional Financial Advisors
Old Mission Capital
LPL Financial
Drive Wealth Management
Commonwealth Equity Services
Halbert Hargrove Global Advisors
AQR Capital Management
Advisor Group Holdings
Steward Partners Investment Advisory
Action Point Financial Planning
Aptus Capital Advisors
Integrated Wealth Concepts

View all funds holding Wisdomtree Tr