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Wisdomtree Tr fndmtl hgh yld shares owned by American Financial & Tax Strategies

Quarter-by-quarter ownership of Wisdomtree Tr fndmtl hgh yld (WFHY) shares owned by American Financial & Tax Strategies from 13F filings

Historical chart of American Financial & Tax Strategies investment in Wisdomtree Tr fndmtl hgh yld

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All positions including Wisdomtree Tr fndmtl hgh yld held by American Financial & Tax Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr fndmtl hgh yld by American Financial & Tax Strategies

Quarter filed Position value Share count Share price at filing
2024-06-30 $4.5M 101k 44.60
2024-03-31 $4.3M 95k 45.31
2023-12-31 $4.1M 91k 45.42

More positions owned by American Financial & Tax Strategies

Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Wisdomtree Tr Em Ex St-owned (XSOE)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Fidelity Covington Trust Msci Rl Est Etf (FREL)
Wisdomtree Tr Us Hgh Yld Corp (WFHY)
Ishares Tr Morningstar Grwt (ILCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Graniteshares Etf Tr Bbg Commd K 1 (COMB)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)

View all positions for American Financial & Tax Strategies

Top funds holding Wisdomtree Tr fndmtl hgh yld

CWM
Bank of America Corporation
Advisor Group Holdings
Invenio Wealth Partners
Leo Wealth
Cetera Investment Advisers
LPL Financial
American Financial & Tax Strategies
Morgan Stanley
Collaborative Wealth Managment
Private Advisor
Jpmorgan Chase & Co
Envestnet Asset Management
Goss Wealth Management
Atria Investments

View all funds holding Wisdomtree Tr fndmtl hgh yld