Wisdomtree Tr shares owned by AE Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Wisdomtree Tr
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All positions including Wisdomtree Tr held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wisdomtree Tr by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $51k | 1.8k | 28.56 |
| 2025-06-30 | $44k | 1.8k | 24.56 |
| 2025-03-31 | $34k | 1.8k | 19.00 |
| 2024-12-31 | $39k | 1.8k | 22.00 |
| 2023-09-30 | $220k | 13k | 17.42 |
| 2023-06-30 | $1.4M | 72k | 19.07 |