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Wisdomtree Tr shares owned by Change Path

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by Change Path from 13F filings

Historical chart of Change Path investment in Wisdomtree Tr

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All positions including Wisdomtree Tr held by Change Path consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Change Path

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.0M 18k 57.36
2025-06-30 $1.0M 19k 52.55
2025-03-31 $1.2M 28k 43.90
2024-12-31 $1.8M 38k 49.26
2024-09-30 $1.4M 30k 45.63

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View all positions for Change Path

Top funds holding Wisdomtree Tr

Retirement Planning Group
Smith Anglin Financial
HighTower Advisors
Trust Point
LPL Financial
Morgan Stanley
RVW Wealth
Private Advisor
Prestige Wealth Management Group
Columbia Advisory Partners
Legacy Financial Advisors
Ritter Daniher Financial Advisory LLC / DE
GPS Wealth Strategies Group
Insight Advisors, LLC/ PA
Northwestern Mutual Wealth Management Company

View all funds holding Wisdomtree Tr