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WisdomTree Investments shares owned by AssuredPartners Investment Advisors

Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by AssuredPartners Investment Advisors from 13F filings

Historical chart of AssuredPartners Investment Advisors investment in WisdomTree Investments

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Investments held by AssuredPartners Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Investments by AssuredPartners Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $126k 10k 12.19
2025-03-31 $181k 20k 8.92

More positions owned by AssuredPartners Investment Advisors

Fidelity Covington Trust Blue Chip Grwth (FBCG)
Fidelity Covington Trust High Divid Etf (FDVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Series Trust State Street Spd (SPTM)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Gold Tr Ishares New (IAU)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Micron Technology (MU)
Tesla Motors (TSLA)

View all positions for AssuredPartners Investment Advisors

Top funds holding WisdomTree Investments

BlackRock
FMR
Vanguard Group
Wellington Management Company
Azora Capital
Simcoe Capital Management
State Street Corporation
Dimensional Fund Advisors
Goldman Sachs Group
Invesco
Arrowpoint Asset Management
Arrowstreet Capital, Limited Partnership
Geode Capital Management
Capital World Investors
Millennium Management

View all funds holding WisdomTree Investments