Wisdomtree Tr shares owned by Cascade Financial Partners
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Cascade Financial Partners
from 13F filings
Historical chart of Cascade Financial Partners investment in Wisdomtree Tr
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr held by Cascade Financial Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr by Cascade Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.1M | 38k | 28.56 |
| 2025-06-30 | $934k | 38k | 24.56 |
| 2025-03-31 | $683k | 36k | 19.00 |
| 2024-12-31 | $1.2M | 53k | 22.00 |
| 2024-09-30 | $1.1M | 53k | 20.48 |
| 2024-06-30 | $544k | 26k | 20.89 |
More positions owned by Cascade Financial Partners
View all positions for Cascade Financial Partners