Zrc Wealth Management »

WisdomTree Investments shares owned by Zrc Wealth Management

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

Historical chart of Zrc Wealth Management investment in WisdomTree Investments

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in WisdomTree Investments by Zrc Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $53k 3.6k 14.56

More positions owned by Zrc Wealth Management

Ishares Tr Core Univrsl Usd (IUSB)
Schwab Strategic Tr Fundamental Us L (FNDX)
Ishares Tr Core S&p Us Gwt (IUSG)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mid Cap Etf (VO)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Apple (AAPL)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Us Sustainabilty (DFSU)
Schwab Strategic Tr Us Reit Etf (SCHH)
First Tr Exchange Traded Buywrit Incm Etf (FTHI)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)

View all positions for Zrc Wealth Management

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