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WisdomTree Investments shares owned by Synergy Financial Management

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

Historical chart of Synergy Financial Management investment in WisdomTree Investments

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

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Quarterly reported holdings in WisdomTree Investments by Synergy Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $224k 13k 16.94

More positions owned by Synergy Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Abbvie (ABBV)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Apple (AAPL)
Ishares Tr 0-3 Mth Treasury (SGOV)
Oruka Therapeutics (ORKA)
Visa Com Cl A (V)
Amphenol Corp Cl A (APH)
Bank of America Corporation (BAC)
Meta Platforms Cl A (META)
Micron Technology (MU)
Ascendis Pharma A/s Ord Shs (ASND)
Raytheon Technologies Corp (RTX)

View all positions for Synergy Financial Management

Top funds holding WisdomTree Investments

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Driehaus Capital Management
Dimensional Fund Advisors
Geode Capital Management
Simcoe Capital Management
UBS Group
Morgan Stanley

View all funds holding WisdomTree Investments