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Wisdomtree Tr shares owned by Warren Averett Asset Management

Quarter-by-quarter ownership of Wisdomtree Tr (WQTM) shares owned by Warren Averett Asset Management from 13F filings

Historical chart of Warren Averett Asset Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Warren Averett Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Warren Averett Asset Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $2.1M 56k 37.81

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Microsoft Corporation (MSFT)
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Vanguard Index Fds Total Stk Mkt (VTI)
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View all positions for Warren Averett Asset Management

Top funds holding Wisdomtree Tr

Members Advisory Group
Jane Street
Heck Capital Advisors
Gts Securities
Stifel Financial
HighTower Advisors
Warren Averett Asset Management
Intl Fcstone
Jpmorgan Chase & Co
LPL Financial
Janney Montgomery Scott
Cetera Investment Advisers
Comprehensive Financial Planning
Old Mission Capital
Ankerstar Wealth

View all funds holding Wisdomtree Tr