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Wisdomtree Tr shares owned by Lantern Wealth Advisors

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

Historical chart of Lantern Wealth Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Lantern Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $216k 3.8k 57.36

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Amazon (AMZN)
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Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Charles Schwab Corporation (SCHW)
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Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Vanguard Index Fds Total Stk Mkt (VTI)
JPMorgan Chase & Co. (JPM)
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Dimensional Etf Trust World Ex Us Core (DFAX)
Microsoft Corporation (MSFT)

View all positions for Lantern Wealth Advisors

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