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Wisdomtree Tr shares owned by SRS Capital Advisors

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by SRS Capital Advisors from 13F filings

Historical chart of SRS Capital Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by SRS Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $11k 210 53.43

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View all positions for SRS Capital Advisors

Top funds holding Wisdomtree Tr

Retirement Planning Group
HighTower Advisors
LPL Financial
Morgan Stanley
Trust Point
Bank of America Corporation
Private Advisor
RVW Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Envestnet Asset Management
UBS Group
Rockefeller Capital Management
Columbia Advisory Partners
Cetera Investment Advisers
Advisor Group Holdings

View all funds holding Wisdomtree Tr