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Wisdomtree Tr shares owned by Rise Advisors

Quarter-by-quarter ownership of Wisdomtree Tr (WBAT) shares owned by Rise Advisors from 13F filings

Historical chart of Rise Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $867 30 28.90
2023-12-31 $921 30 30.73
2023-09-30 $864 30 28.83
2023-06-30 $1.0k 30 34.37
2023-03-31 $1.0k 30 34.73

More positions owned by Rise Advisors

Vanguard Growth Etf 0 (VUG)
Vanguard Value Etf 0 (VTV)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Amazon 0 (AMZN)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Alphabet Inc Cap Stk Cl C 0 (GOOG)

View all positions for Rise Advisors

Top funds holding Wisdomtree Tr

Jane Street
Citadel Advisors
Flow Traders US
Advisor Group Holdings
Cherry Tree Wealth Management
Bank Of Montreal
Harbour Investments
Rise Advisors

View all funds holding Wisdomtree Tr