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Wisdomtree Tr shares owned by Prestige Wealth Management Group

Quarter-by-quarter ownership of Wisdomtree Tr (USIN) shares owned by Prestige Wealth Management Group from 13F filings

Historical chart of Prestige Wealth Management Group investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Prestige Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Prestige Wealth Management Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $152k 3.0k 50.67
2025-06-30 $151k 3.0k 50.30
2025-03-31 $150k 3.0k 50.05
2024-12-31 $146k 3.0k 48.75
2024-09-30 $188k 3.7k 51.60

More positions owned by Prestige Wealth Management Group

Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Conv Bd Etf (ICVT)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Broad Usd High (USHY)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Apple (AAPL)
Wisdomtree Tr Us Quality Grow (QGRW)
Microsoft Corporation (MSFT)
Select Sector Spdr Tr Sbi Materials (XLB)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Colgate-Palmolive Company (CL)
Vanguard Index Fds Value Etf (VTV)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Growth Etf (VUG)
Select Sector Spdr Tr Sbi Healthcare (XLV)

View all positions for Prestige Wealth Management Group

Top funds holding Wisdomtree Tr

Citadel Advisors
Prestige Wealth Management Group
Team Financial Group
UBS Group
FMR

View all funds holding Wisdomtree Tr