Strategic Wealth Partners »

Wisdomtree Tr shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $49k 1.4k 36.24

More positions owned by Strategic Wealth Partners

Swp Growth & Income Etf Etf (SWP)
Microsoft Corp Stock (MSFT)
Ishares Mbs Etf Etf (MBB)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Ishares Msci Eafe Etf Etf (EFA)
Broadcom Stock (AVGO)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Invesco International Dividend Achievers Etf Etf (PID)
Oracle Corp Stock (ORCL)
Nvidia Corporation Stock (NVDA)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
International Business Machs Stock (IBM)
Jpmorgan Chase & Co Stock (JPM)

View all positions for Strategic Wealth Partners

Top funds holding Wisdomtree Tr

Resources Investment Advisors
Wealthcare Advisory Partners
Professional Financial Advisors
LPL Financial
Old Mission Capital
Drive Wealth Management
Citadel Advisors
Jane Street
Commonwealth Equity Services
Halbert Hargrove Global Advisors
AQR Capital Management
Cardiff Park Advisors
Strategic Wealth Partners
Advisor Group Holdings
Atlantic Trust

View all funds holding Wisdomtree Tr