Team Financial Group »

WisdomTree Investments shares owned by Team Financial Group

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

Historical chart of Team Financial Group investment in WisdomTree Investments

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Investments held by Team Financial Group 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 Team Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $29k 2.0k 14.56

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Pgim Total Return Bond Etf Etf (PTRB)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
Spdr Gold Minishares Trust Of Beneficial Interest Etf (GLDM)
Avantis U.s. Mid Cap Value Etf Etf (AVMV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Avantis U.s. Large Cap Value Etf Etf (AVLV)
Wisdomtree Enhanced Commodity Strategy Fund Etf (GCC)

View all positions for Team Financial Group

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