Flagship Wealth Advisors »

Wisdomtree Tr shares owned by Flagship Wealth Advisors

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

Historical chart of Flagship Wealth Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by Flagship Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.3M 34k 66.03

More positions owned by Flagship Wealth Advisors

Invesco Qqq Tr Exchange Traded Fund (QQQ)
Vanguard Index Fds Exchange Traded Fund (VUG)
Vanguard Whitehall Fds Exchange Traded Fund (VYM)
Fidelity Covington Trust Exchange Traded Fund (FDVV)
Wisdomtree Tr Exchange Traded Fund (EPS)
State Str Spdr S&p 500 Etf T Exchange Traded Fund (SPY)
Vanguard Index Fds Exchange Traded Fund (VTV)
Fidelity Covington Trust Exchange Traded Fund (FELC)
Invesco Exchange Traded Fd T Exchange Traded Fund (XMMO)
Schwab Strategic Tr Exchange Traded Fund (SCHG)
Bny Mellon Etf Trust Exchange Traded Fund (BKIE)
Vanguard Index Fds Exchange Traded Fund (VOO)
Nvidia Corporation Common Stock (NVDA)
Ishares Tr Exchange Traded Fund (DGRO)
Invesco Exchange Traded Fd T Exchange Traded Fund (XLG)

View all positions for Flagship Wealth Advisors

Top funds holding Wisdomtree Tr

LPL Financial
Retirement Planning Group
Morgan Stanley
Trust Point
Bank of America Corporation
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Private Advisor
RVW Wealth
Raymond James Financial
SNS Financial
Envestnet Asset Management
Rockefeller Capital Management
HighTower Advisors
UBS Group
Kestra Advisory Services

View all funds holding Wisdomtree Tr