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Wisdomtree Tr shares owned by Accurate Wealth Management

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

Historical chart of Accurate Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Accurate Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.9M 50k 37.85
2024-06-30 $1.2M 31k 37.68

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View all positions for Accurate Wealth Management

Top funds holding Wisdomtree Tr

Halbert Hargrove Global Advisors
Sym Financial Corporation
WJ Interests
CWM
Resources Investment Advisors
Wealthcare Advisory Partners
Professional Financial Advisors
AQR Capital Management
Accurate Wealth Management
Fermata Advisors
LPL Financial
Commonwealth Equity Services
Jane Street
Leading Edge Financial Planning
Morton Capital Management

View all funds holding Wisdomtree Tr