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Wisdomtree Tr shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $13k 273 47.47

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Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
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Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Wisdomtree Tr

LPL Financial
Horizon Wealth Management
Ameriprise Financial
Kestra Advisory Services
Hancock Prospecting Pty
Advisory Services Network
Assetmark
Jpmorgan Chase & Co
Jane Street
Advocacy Wealth Management Services
Raymond James Financial
Bank of America Corporation
Commonwealth Equity Services
Prospera Financial Services
Advisor Group Holdings

View all funds holding Wisdomtree Tr