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Wisdomtree Tr shares owned by Lodestar Private Asset Management

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by Lodestar Private Asset Management from 13F filings

Historical chart of Lodestar Private Asset Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Lodestar Private Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Lodestar Private Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $202k 4.4k 45.63

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Ishares Tr Core S&p500 Etf (IVV)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Spdr Index Shs Fds Msci Acwi Exus (CWI)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Intermed Term (BIV)
Ishares Tr Core S&p Mcp Etf (IJH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Lodestar Private Asset Management

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