Prestige Wealth Management Group »

Wisdomtree Tr shares owned by Prestige Wealth Management Group

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

Historical chart of Prestige Wealth Management Group investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by Prestige Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $19M 457k 41.10
2023-12-31 $18M 489k 36.58
2023-09-30 $16M 493k 31.77
2023-06-30 $17M 504k 33.05

More positions owned by Prestige Wealth Management Group

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Conv Bd Etf (ICVT)
Ishares Tr Broad Usd High (USHY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Apple (AAPL)
Wisdomtree Tr Us Quality Grow (QGRW)
Select Sector Spdr Tr Financial (XLF)
Colgate-Palmolive Company (CL)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Microsoft Corporation (MSFT)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr S&P 400 MDCP GRW (MDYG)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Prestige Wealth Management Group

Top funds holding Wisdomtree Tr

Trust Point
RVW Wealth
Legacy Financial Advisors
Prestige Wealth Management Group
tru Independence
Kestra Advisory Services
Nbc Securities
RFG Advisory
Raymond James Financial Services Advisors
Oxinas Partners Wealth Management
Cambridge Investment Research Advisors
Commonwealth Equity Services
My Legacy Advisors
Flagship Harbor Advisors
Millington Financial Advisors

View all funds holding Wisdomtree Tr