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Wisdomtree Tr shares owned by KPP Advisory Services

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

Historical chart of KPP Advisory Services investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by KPP Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $439k 7.6k 57.36
2025-06-30 $436k 8.3k 52.55
2025-03-31 $248k 5.6k 43.90
2024-12-31 $217k 4.4k 49.26

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Capital Group Dividend Value Shs Creation Uni (CGDV)

View all positions for KPP Advisory Services

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