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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

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Quarterly reported holdings in Wisdomtree Tr by Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $97 2 48.50
2025-12-31 $1.8k 46 38.09
2025-09-30 $49k 1.4k 36.24

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View all positions for Strategic Wealth Partners

Top funds holding Wisdomtree Tr

Mather Group
Resources Investment Advisors
Wealthcare Advisory Partners
Professional Financial Advisors
Goldman Sachs Group
LPL Financial
Old Mission Capital
Drive Wealth Management
Jane Street
Halbert Hargrove Global Advisors
Commonwealth Equity Services
AQR Capital Management
Cardiff Park Advisors
Advisor Group Holdings
Steward Partners Investment Advisory

View all funds holding Wisdomtree Tr