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Wisdomtree Tr shares owned by Center for Financial Planning

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Center for Financial Planning from 13F filings

Historical chart of Center for Financial Planning investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Center for Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $57k 2.0k 28.23

More positions owned by Center for Financial Planning

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr Index Shs Fds State Street Spd (SPDW)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Microsoft Corporation (MSFT)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Alphabet Cap Stk Cl C (GOOG)

View all positions for Center for Financial Planning

Top funds holding Wisdomtree Tr

LPL Financial
Horizon Wealth Management
Assetmark
Advisory Services Network
Ameriprise Financial
Kestra Advisory Services
Hancock Prospecting Pty
Advocacy Wealth Management Services
Bank of America Corporation
Raymond James Financial
Commonwealth Equity Services
Susquehanna International
Branch Banking & Trust Company
Prospera Financial Services
Rockefeller Capital Management

View all funds holding Wisdomtree Tr