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Wisdomtree Tr shares owned by AllSquare Wealth Management

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

Historical chart of AllSquare Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by AllSquare Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $75k 3.4k 22.00
2024-09-30 $58k 2.9k 19.93
2024-06-30 $45k 2.1k 20.89

More positions owned by AllSquare Wealth Management

Vanguard Total Stk Mkt Etf (VTI)
Vanguard Short Term Corp Bond Fd Etf Etf (VCSH)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Rydex Etf Trust S&p Smallcap 600 Pure Va Etf (RZV)
Vanguard Total International Bond Etf Etf (BNDX)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Aam Low Duration Preferred And Income Securities Etf Etf (PFLD)
Apple Stock (AAPL)
First Trust Global Tactical Commodity Strategy Fund Etf (FTGC)
Microsoft Stock (MSFT)
Schwab Emerging Market Eq Etf Etf (SCHE)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Schwab International Equity Etf Etf (SCHF)
Google Stock (GOOGL)
Jpmorgan Chase & Co Stock (JPM)

View all positions for AllSquare Wealth Management

Top funds holding Wisdomtree Tr

Hennion & Walsh Asset Management
LPL Financial
Raymond James Financial
Advisory Services Network
Raymond James & Associates
Kestra Advisory Services
Raymond James Financial Services Advisors
Susquehanna International
Branch Banking & Trust Company
Prospera Financial Services
Bank of America Corporation
Householder Group Estate & Retirement Specialist
Orca Investment Management
AdvisorNet Financial
Cascade Financial Partners

View all funds holding Wisdomtree Tr