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Wisdomtree Tr shares owned by Colonial River Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by Colonial River Wealth Management from 13F filings

Historical chart of Colonial River Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Colonial River Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $278k 5.2k 53.43

More positions owned by Colonial River Wealth Management

NVIDIA Corporation (NVDA)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii 500 Qvm Multi (QVML)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Amazon (AMZN)
Meta Platforms Cl A (META)
Palantir Technologies Cl A (PLTR)
Broadcom (AVGO)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)
Invesco Actively Managed Exc Total Return (GTO)
Capital Group Growth Etf Shs Creation Uni (CGGR)

View all positions for Colonial River Wealth Management

Top funds holding Wisdomtree Tr

Retirement Planning Group
HighTower Advisors
LPL Financial
Morgan Stanley
Trust Point
Bank of America Corporation
Private Advisor
RVW Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
UBS Group
Rockefeller Capital Management
Columbia Advisory Partners
Cetera Investment Advisers
Advisor Group Holdings

View all funds holding Wisdomtree Tr