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Wisdomtree Tr shares owned by Shrier Wealth Management

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

Historical chart of Shrier Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Shrier Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $271k 4.6k 58.67

More positions owned by Shrier Wealth Management

Ishares Tr 0-3 Mnth Treasry (SGOV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
Spdr Gold Tr Gold Shs (GLD)
Vanguard Index Fds Value Etf (VTV)
Vanguard Specialized Funds Div App Etf (VIG)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust State Street Spd (SDY)
Ishares Gold Tr Ishares New (IAU)
Williams Companies (WMB)
Exxon Mobil Corporation (XOM)
Bank of America Corporation (BAC)
Enbridge (ENB)

View all positions for Shrier Wealth Management

Top funds holding Wisdomtree Tr

Retirement Planning Group
HighTower Advisors
Trust Point
LPL Financial
RVW Wealth
Private Advisor
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Columbia Advisory Partners
Prestige Wealth Management Group
Legacy Financial Advisors
Ritter Daniher Financial Advisory LLC / DE
GPS Wealth Strategies Group
Insight Advisors, LLC/ PA
Northwestern Mutual Wealth Management Company
Smartleaf Asset Management

View all funds holding Wisdomtree Tr