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Wisdomtree Tr shares owned by L.m. Kohn & Company

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by L.m. Kohn & Company from 13F filings

Historical chart of L.m. Kohn & Company investment in Wisdomtree Tr

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All positions including Wisdomtree Tr held by L.m. Kohn & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by L.m. Kohn & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $335k 7.3k 45.63
2024-06-30 $602k 13k 44.83
2024-03-31 $210k 5.1k 41.10

More positions owned by L.m. Kohn & Company

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Amazon Common Stock (AMZN)
Costco Whsl Corp Common Stock (COST)
Microsoft Corp Common Stock (MSFT)
Spdr S&p 500 Etf Tr Tr Unit Exchange Traded Fund (SPY)
Berkshire Hathaway Inc Del Cl B Common Stock (BRK.B)
Alphabet Inc Cap Stk Cl A Common Stock (GOOGL)
Spdr Ser Tr Bloomberg 1-3 Mo Exchange Traded Fund (BIL)
Wisdomtree Tr Floatng Rat Trea Exchange Traded Fund (USFR)
Vanguard Index Fds Total Stk Mkt Exchange Traded Fund (VTI)
Visa Inc Com Cl A Common Stock (V)
Vanguard Index Fds S&p 500 Etf Exchange Traded Fund (VOO)
Home Depot Common Stock (HD)

View all positions for L.m. Kohn & Company

Top funds holding Wisdomtree Tr

Trust Point
RVW Wealth
LPL Financial
Bank of America Corporation
Prestige Wealth Management Group
Private Advisor
Legacy Financial Advisors
Smartleaf Asset Management
Kestra Advisory Services
Insight Advisors, LLC/ PA
GPS Wealth Strategies Group
tru Independence
Avestar Capital
Atria Investments
Northwestern Mutual Wealth Management Company

View all funds holding Wisdomtree Tr