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WisdomTree Investments shares owned by Moran Wealth Management

Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by Moran Wealth Management from 13F filings

Historical chart of Moran Wealth Management investment in WisdomTree Investments

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All positions including WisdomTree Investments held by Moran Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Investments by Moran Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $641k 46k 13.90

More positions owned by Moran Wealth Management

Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Parker-Hannifin Corporation (PH)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Trane Technologies SHS (TT)
Cadence Design Systems (CDNS)
Taiwan Semiconductor Mfg Sponsored Ads (TSM)
Garmin SHS (GRMN)
Howmet Aerospace (HWM)
Williams-Sonoma (WSM)
Ameriprise Financial (AMP)
Progressive Corporation (PGR)
NetApp (NTAP)
Linde SHS (LIN)

View all positions for Moran Wealth Management

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