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Wisdomtree Tr fndmtl hgh yld shares owned by Invenio Wealth Partners

Quarter-by-quarter ownership of Wisdomtree Tr fndmtl hgh yld (WFHY) shares owned by Invenio Wealth Partners from 13F filings

Historical chart of Invenio Wealth Partners investment in Wisdomtree Tr fndmtl hgh yld

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr fndmtl hgh yld held by Invenio Wealth Partners 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 Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.9M 129k 45.42
2023-09-30 $4.9M 113k 43.19

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (WFHY)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Ishares National Muni Bond Etf Etf (MUB)
Ishares S&p Gsci Commodity Indexed Trust Etf (GSG)
Apple Stock (AAPL)
Jpmorgan Municipal Etf Etf (JMUB)
Microsoft Corp Stock (MSFT)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)

View all positions for Invenio Wealth Partners

Top funds holding Wisdomtree Tr fndmtl hgh yld

CWM
Bank of America Corporation
Advisor Group Holdings
Leo Wealth
Invenio Wealth Partners
Collaborative Wealth Managment
Trilogy Capital
AE Wealth Management
Private Advisor
Jpmorgan Chase & Co
Atria Investments
Kestra Advisory Services
Jane Street
Smartleaf Asset Management
Raymond James & Associates

View all funds holding Wisdomtree Tr fndmtl hgh yld