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Wisdomtree Tr shares owned by Aries Wealth Management

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

Historical chart of Aries Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Aries Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 4.4k 47.47

More positions owned by Aries Wealth Management

Apple (AAPL)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Caterpillar (CAT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-3 Mth Treasury (SGOV)
Ishares Tr Msci Emg Mkt Etf (EEM)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust St Str Sp Div (SDY)

View all positions for Aries Wealth Management

Top funds holding Wisdomtree Tr

LPL Financial
Horizon Wealth Management
Ameriprise Financial
Kestra Advisory Services
Hancock Prospecting Pty
Advisory Services Network
Assetmark
Jpmorgan Chase & Co
Jane Street
Advocacy Wealth Management Services
Raymond James Financial
Bank of America Corporation
Commonwealth Equity Services
Prospera Financial Services
Advisor Group Holdings

View all funds holding Wisdomtree Tr