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Wisdomtree Tr shares owned by Steel Peak Wealth Management

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

Historical chart of Steel Peak Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Steel Peak Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $274k 6.2k 44.01

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Microsoft Corporation (MSFT)
Meta Platforms Cl A (META)
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View all positions for Steel Peak Wealth Management

Top funds holding Wisdomtree Tr

Halbert Hargrove Global Advisors
Sym Financial Corporation
CWM
WJ Interests
Resources Investment Advisors
Wealthcare Advisory Partners
46 Peaks
Professional Financial Advisors
Jane Street
Susquehanna International
LPL Financial
Mather Group
AQR Capital Management
Fermata Advisors
Goldman Sachs Group

View all funds holding Wisdomtree Tr