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Wisdomtree Tr shares owned by WealthPoint Financial

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

Historical chart of WealthPoint Financial investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by WealthPoint Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $524k 8.9k 58.67

More positions owned by WealthPoint Financial

Spdr Series Trust State Street Spd (SPYM)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Sp 500 Val Etf (IVE)
Ishares Tr Sp 500 Grwt Etf (IVW)
Invesco Exchange Traded Fd T Sp 500 Top 50 (XLG)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Core Msci Emkt (IEMG)
Lpl Financial Holdings (LPLA)
Wisdomtree Tr Us Largecap Fund (EPS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Bondbloxx Etf Trust Bloomberg Ten Yr (XTEN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)

View all positions for WealthPoint Financial

Top funds holding Wisdomtree Tr

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

View all funds holding Wisdomtree Tr