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Wisdomtree Tr shares owned by Kingsview Wealth Management

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

Historical chart of Kingsview Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Kingsview Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.8M 37k 49.26
2024-09-30 $1.5M 32k 45.63
2024-06-30 $1.3M 28k 44.83
2024-03-31 $737k 18k 41.10

More positions owned by Kingsview Wealth Management

Northern Lts Fd Tr Iv Monarch Procap I (MPRO)
Apple (AAPL)
Ishares Tr Core Us Aggbd Et (AGG)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Northern Lts Fd Tr Iv Monarch Ambassad (MAMB)
Amazon (AMZN)
Northern Lts Fd Tr Iv Monarch Sel Subs (MSSS)
Northern Lts Fd Tr Iv Monarch Blue Ch (MBCC)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Northern Lts Fd Tr Iv Monarch Divid Pl (MDPL)
Northern Lts Fd Tr Iv Monarch Vol Fact (MVFG)
Oracle Corporation (ORCL)

View all positions for Kingsview Wealth Management

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