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Wisdomtree Tr fndmtl srt crp shares owned by Beacon Financial Advisory

Quarter-by-quarter ownership of Wisdomtree Tr fndmtl srt crp (QSIG) shares owned by Beacon Financial Advisory from 13F filings

Historical chart of Beacon Financial Advisory investment in Wisdomtree Tr fndmtl srt crp

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All positions including Wisdomtree Tr fndmtl srt crp held by Beacon Financial Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr fndmtl srt crp by Beacon Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $327k 6.7k 48.96
2025-06-30 $372k 7.6k 48.78
2025-03-31 $461k 9.5k 48.44

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View all positions for Beacon Financial Advisory

Top funds holding Wisdomtree Tr fndmtl srt crp

Prime Capital Investment Advisors
LPL Financial
Invenio Wealth Partners
Jpmorgan Chase & Co
WT Wealth Management
Private Advisor
Smartleaf Asset Management
JT Stratford
Advisor Group Holdings
CFG Asset Management
Concurrent Investment Advisors
Flow Traders US
Beacon Financial Advisory
RFG Advisory
Team Financial Group

View all funds holding Wisdomtree Tr fndmtl srt crp