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Wisdomtree Tr shares owned by Acorn Wealth Advisors

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

Historical chart of Acorn Wealth Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Acorn Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $434k 9.1k 47.47
2025-03-31 $243k 13k 19.00
2024-12-31 $291k 13k 22.00
2024-09-30 $262k 13k 19.93
2024-06-30 $274k 13k 20.89

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View all positions for Acorn Wealth Advisors

Top funds holding Wisdomtree Tr

LPL Financial
Horizon Wealth Management
Kestra Advisory Services
Ameriprise Financial
Hancock Prospecting Pty
Advisory Services Network
Assetmark
Advocacy Wealth Management Services
Bank of America Corporation
Raymond James Financial
Commonwealth Equity Services
Susquehanna International
Prospera Financial Services
Branch Banking & Trust Company
Advisor Group Holdings

View all funds holding Wisdomtree Tr