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Wisdomtree Tr shares owned by Assetmark

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

Historical chart of Assetmark investment in Wisdomtree Tr

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

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Quarterly reported holdings in Wisdomtree Tr by Assetmark

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0k 105 28.56
2025-06-30 $2.6k 105 24.56

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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
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Perigon Wealth Management
AdvisorNet Financial
Orca Investment Management

View all funds holding Wisdomtree Tr