Kmg Fiduciary Partners »

Wisdomtree Tr shares owned by Kmg Fiduciary Partners

Quarter-by-quarter ownership of Wisdomtree Tr (UNIY) shares owned by Kmg Fiduciary Partners from 13F filings

Historical chart of Kmg Fiduciary Partners investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Kmg Fiduciary Partners consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by Kmg Fiduciary Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $307k 6.3k 48.44

More positions owned by Kmg Fiduciary Partners

Apple (AAPL)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Spdr Series Trust State Street Spd (SPYM)
Eli Lilly & Co. (LLY)
Meta Platforms Cl A (META)
Goldman Sachs (GS)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Actively Managed Exc Total Return (GTO)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Abbvie (ABBV)

View all positions for Kmg Fiduciary Partners

Top funds holding Wisdomtree Tr

Ing Investment Management
Jane Street
West Michigan Advisors
Citadel Advisors
LPL Financial
Fundamentun
Kmg Fiduciary Partners

View all funds holding Wisdomtree Tr