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Wisdomtree Tr shares owned by Accredited Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Accredited Wealth Management from 13F filings

Historical chart of Accredited Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Accredited Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Accredited Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.7k 125 61.70

More positions owned by Accredited Wealth Management

American Centy Etf Tr Intl Smcp Vlu (AVDV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Int Moat (MOTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core Msci Total (IXUS)
Alphabet Cap Stk Cl C (GOOG)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
American Centy Etf Tr Us Eqt Etf (AVUS)
JPMorgan Chase & Co. (JPM)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
American Centy Etf Tr Emerging Mkt Val (AVES)

View all positions for Accredited Wealth Management

Top funds holding Wisdomtree Tr

LPL Financial
Advisory Services Network
Hancock Prospecting Pty
Ameriprise Financial
Advocacy Wealth Management Services
Kestra Advisory Services
Susquehanna International
Raymond James Financial
Prospera Financial Services
Branch Banking & Trust Company
Rockefeller Capital Management
Advisor Group Holdings
Perigon Wealth Management
AdvisorNet Financial
Orca Investment Management

View all funds holding Wisdomtree Tr