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Wisdomtree Tr shares owned by CWM

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

Historical chart of CWM investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by CWM

Quarter filed Position value Share count Share price at filing
2024-12-31 $256k 5.2k 49.19
2024-09-30 $224k 4.9k 45.64

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View all positions for CWM

Top funds holding Wisdomtree Tr

Trust Point
LPL Financial
RVW Wealth
Bank of America Corporation
Private Advisor
Prestige Wealth Management Group
Legacy Financial Advisors
Columbia Advisory Partners
Morgan Stanley
Kestra Advisory Services
Smartleaf Asset Management
Insight Advisors, LLC/ PA
GPS Wealth Strategies Group
tru Independence
Gratus Wealth Advisors

View all funds holding Wisdomtree Tr