Clear Point Advisors »

WisdomTree Investments shares owned by Clear Point Advisors

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

Historical chart of Clear Point Advisors investment in WisdomTree Investments

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in WisdomTree Investments by Clear Point Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.7M 53k 50.42

More positions owned by Clear Point Advisors

Innovator Etfs Trust Ibd 50 Etf (FFTY)
State Street Corporation (STT)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
JPMorgan Chase & Co. (JPM)
Vanguard World Comm Srvc Etf (VOX)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Doubleline Etf Trust Commercial Real (DCRE)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Graniteshares Gold Tr Shs Ben Int (BAR)
Apple (AAPL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
WisdomTree Investments (WT)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Clear Point 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
Arrowstreet Capital, Limited Partnership
Geode Capital Management
Capital World Investors
Arrowpoint Asset Management
Massachusetts Financial Services

View all funds holding WisdomTree Investments