Wakefield Asset Management L »

WisdomTree Investments shares owned by Wakefield Asset Management L

Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by Wakefield Asset Management L from 13F filings

Historical chart of Wakefield Asset Management L investment in WisdomTree Investments

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All positions including WisdomTree Investments held by Wakefield Asset Management L consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Investments by Wakefield Asset Management L

Quarter filed Position value Share count Share price at filing
2024-09-30 $988k 99k 9.99
2024-06-30 $989k 100k 9.91
2023-09-30 $736k 105k 7.00
2023-06-30 $752k 110k 6.86

More positions owned by Wakefield Asset Management L

Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Core Msci Emkt (IEMG)
Proshares Tr Short Qqq (PSQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Iron Mountain (IRM)
Trane Technologies SHS (TT)
JPMorgan Chase & Co. (JPM)
Newmont Mining Corporation (NEM)
Bank of New York Mellon Corporation (BK)
DaVita (DVA)
Caterpillar (CAT)
American Water Works (AWK)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)

View all positions for Wakefield Asset Management L

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