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Wisdomtree Tr shares owned by CLG

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

Historical chart of CLG investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by CLG

Quarter filed Position value Share count Share price at filing
2026-06-30 $3.3M 69k 47.47

More positions owned by CLG

Ishares Tr Core S&p500 Etf (IVV)
Wisdomtree Tr Us Largecap Divd (DLN)
Apple (AAPL)
Capital Group Growth Etf Shs Creat Unit (CGGR)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Covington Trust Blue Chip Grwth (FBCG)
Chevron Corporation (CVX)
Echostar Corp Cl A
Capital Group Core Balanced SHS (CGBL)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Goldman Sachs Physical Gold Unit (AAAU)
Dimensional Etf Trust Core Fixe In Etf (DFCF)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Us Equi Mark Etf (DFUS)

View all positions for CLG

Top funds holding Wisdomtree Tr

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

View all funds holding Wisdomtree Tr