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Wisdomtree Tr shares owned by Tempus Wealth Planning

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

Historical chart of Tempus Wealth Planning investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Tempus Wealth Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $287k 5.0k 57.36
2025-06-30 $273k 5.2k 52.55
2025-03-31 $2.5M 58k 43.90
2024-12-31 $3.4M 70k 49.26

More positions owned by Tempus Wealth Planning

Ge Aerospace Com New (GE)
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Microsoft Corporation (MSFT)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Tesla Motors (TSLA)
Proshares Tr Pshs Ultra Qqq (QLD)
Proshares Tr Pshs Ult S&p 500 (SSO)

View all positions for Tempus Wealth Planning

Top funds holding Wisdomtree Tr

Retirement Planning Group
Smith Anglin Financial
HighTower Advisors
Trust Point
LPL Financial
Morgan Stanley
RVW Wealth
Private Advisor
Prestige Wealth Management Group
Columbia Advisory Partners
Legacy Financial Advisors
Ritter Daniher Financial Advisory LLC / DE
GPS Wealth Strategies Group
Insight Advisors, LLC/ PA
Northwestern Mutual Wealth Management Company

View all funds holding Wisdomtree Tr