Round Rock Advisors »

WisdomTree Investments shares owned by Round Rock Advisors

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

Historical chart of Round Rock Advisors investment in WisdomTree Investments

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Investments held by Round Rock 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 Round Rock Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $147k 10k 14.56

More positions owned by Round Rock Advisors

Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Qqq Tr Unit Ser 1 (QQQ)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vaneck Etf Trust Semiconductr Etf (SMH)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr State Street Ind (XLI)
Ishares Tr Select Divid Etf (DVY)
Apple (AAPL)
Select Sector Spdr Tr State Street Hea (XLV)
American Centy Etf Tr Short Durtn Strg (SDSI)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Neuberger Berman Etf Trust Short Duration I (NBSD)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Round Rock Advisors

Top funds holding WisdomTree Investments

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

View all funds holding WisdomTree Investments