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Wisdomtree Tr shares owned by RFG Advisory

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

Historical chart of RFG Advisory investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by RFG Advisory

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.6M 36k 45.63
2024-06-30 $1.6M 35k 44.83
2024-03-31 $1.4M 33k 41.10

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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Ser Tr Portfoli S&p1500 (SPTM)
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Spdr Ser Tr Portfolio S&p400 (SPMD)
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Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Apple (AAPL)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Select Sector Spdr Tr Technology (XLK)

View all positions for RFG Advisory

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