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Wisdomtree Tr shares owned by Colony

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

Historical chart of Colony investment in Wisdomtree Tr

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

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Quarterly reported holdings in Wisdomtree Tr by Colony

Quarter filed Position value Share count Share price at filing
2025-12-31 $542k 19k 29.14
2025-06-30 $363k 15k 24.56
2025-03-31 $289k 15k 19.00

More positions owned by Colony

Apple (AAPL)
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Select Sector Spdr Tr State Street Tec (XLK)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Alphabet Cap Stk Cl C (GOOG)
Alphabet Cap Stk Cl A (GOOGL)
Valued Advisers Tr Kovitz Core Eqt (EQTY)
Vanguard World Inf Tech Etf (VGT)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Colony

Top funds holding Wisdomtree Tr

LPL Financial
Horizon Wealth Management
Advisory Services Network
Hancock Prospecting Pty
Ameriprise Financial
Advocacy Wealth Management Services
Kestra Advisory Services
Flow Traders US
Raymond James Financial
Susquehanna International
Commonwealth Equity Services
Prospera Financial Services
Branch Banking & Trust Company
Rockefeller Capital Management
Advisor Group Holdings

View all funds holding Wisdomtree Tr