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Wisdomtree Tr shares owned by Vericrest Private Wealth

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

Historical chart of Vericrest Private Wealth investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Vericrest Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $5.8M 99k 58.67

More positions owned by Vericrest Private Wealth

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Eafe (IEFA)
Apple (AAPL)
Wisdomtree Tr Us Quality Grow (QGRW)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Mortgage Plus Bd (MTGP)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Meta Platforms Cl A (META)
NVIDIA Corporation (NVDA)

View all positions for Vericrest Private Wealth

Top funds holding Wisdomtree Tr

Retirement Planning Group
HighTower Advisors
LPL Financial
Trust Point
Private Advisor
RVW Wealth
Empirical Financial Services, LLC d/b/a Empirical Wealth Management
Horizon Wealth Management
Columbia Advisory Partners
Prestige Wealth Management Group
Advisor Group Holdings
Cetera Investment Advisers
Legacy Financial Advisors
Ritter Daniher Financial Advisory LLC / DE
Etesian Wealth Advisors

View all funds holding Wisdomtree Tr