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Wisdomtree Tr shares owned by Evolution Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (WQTM) shares owned by Evolution Wealth Management from 13F filings

Historical chart of Evolution Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Evolution Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $5.7k 152 37.81

More positions owned by Evolution Wealth Management

Spdr Series Trust St Str P500etf (SPYM)
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Simplify Exchange Traded Fun Us Eqt Pls Dwnsd (SPD)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Simplify Exchange Traded Fun Us Eqt Pls Cnvex (SPYC)
Listed Fds Tr Shares Core Bd (OVB)
Aim Etf Products Trust All B20 All Etf (SPBW)
Ishares Tr Eafe Grwth Etf (EFG)
Simplify Exchange Traded Fun Aggregate Bd Etf (AGGH)
Ishares Tr Eafe Value Etf (EFV)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)

View all positions for Evolution Wealth Management

Top funds holding Wisdomtree Tr

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Warren Averett Asset Management
Intl Fcstone
Jpmorgan Chase & Co
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Janney Montgomery Scott
Cetera Investment Advisers
Comprehensive Financial Planning
Old Mission Capital
Ankerstar Wealth

View all funds holding Wisdomtree Tr