Comprehensive Financial Planning »

Wisdomtree Tr shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $17k 602 28.56
2025-06-30 $15k 602 24.56
2025-03-31 $11k 601 19.03
2024-12-31 $24k 1.1k 21.99

More positions owned by Comprehensive Financial Planning

Janus Henderson Aaa Clo Etf Uie (JAAA)
Apple (AAPL)
Facebook Inc cl a (META)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Vanguard S&p 500 Etf Uie (VOO)
Invsc S P 500 Top 50 Etf Uie (XLG)
Ishares Core S&p 500 Etf Uie (IVV)
Jpmorgan Active Growth Etf Uie (JGRO)
Amazon (AMZN)
T Rowe Price Blue Chip Growth Etf Uie (TCHP)
Spdr S&p 500 Etf Uie (SPY)
Wisdomtree Us Qlt Div Grw Etf Uie (DGRW)
Ishares S&p 500 Growth Etf Uie (IVW)
Schwab Us Large Cap Growth Etf Uie (SCHG)

View all positions for Comprehensive Financial Planning

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