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Wisdomtree Tr shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 4.6k 45.63
2024-06-30 $204k 4.6k 44.83

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Amazon (AMZN)

View all positions for Beacon Financial Advisory

Top funds holding Wisdomtree Tr

Trust Point
RVW Wealth
LPL Financial
Bank of America Corporation
Prestige Wealth Management Group
Private Advisor
Legacy Financial Advisors
Smartleaf Asset Management
Kestra Advisory Services
Insight Advisors, LLC/ PA
GPS Wealth Strategies Group
tru Independence
Avestar Capital
Atria Investments
Northwestern Mutual Wealth Management Company

View all funds holding Wisdomtree Tr