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Wisdomtree Tr shares owned by Leading Edge Financial Planning

Quarter-by-quarter ownership of Wisdomtree Tr (NTSI) shares owned by Leading Edge Financial Planning from 13F filings

Historical chart of Leading Edge Financial Planning investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Leading Edge Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Leading Edge Financial Planning

Quarter filed Position value Share count Share price at filing
2024-09-30 $881k 23k 39.22
2024-06-30 $848k 23k 36.41
2024-03-31 $901k 24k 37.06

More positions owned by Leading Edge Financial Planning

Spdr Ser Tr Portfolio S&p500 (SPLG)
Dimensional Etf Trust Intl Core Equity (DFIC)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Inflation Prote (DFIP)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Ishares Tr Global Reit Etf (REET)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Ser Tr Portfli High Yld (SPHY)
American Centy Etf Tr Real Estate Etf (AVRE)
Schwab Strategic Tr Us Aggregate B (SCHZ)

View all positions for Leading Edge Financial Planning

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