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Wisdomtree Tr shares owned by Creative Financial Designs

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

Historical chart of Creative Financial Designs investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Creative Financial Designs

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 42k 28.56
2025-06-30 $580k 24k 24.56
2025-03-31 $250k 13k 19.00
2024-12-31 $29k 1.3k 22.00
2023-06-30 $15k 800 19.07

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Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Bny Mellon International Equity Etf Etf (BKIE)
Vanguard Russell 1000 Growth Etf Etf (VONG)
Apple Stock (AAPL)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Growth Etf Etf (VUG)
Capital Group Dividend Value Etf Etf (CGDV)
Amazon Stock (AMZN)
Vanguard Short-term Treasury Etf Etf (VGSH)
Ishares 0-5 Year Investment Grade Corporate Bond Etf Etf (SLQD)
Inspire Corporate Bond Etf Etf (IBD)
Fidelity Total Bond Etf Etf (FBND)
Eli Lilly & Co Stock (LLY)

View all positions for Creative Financial Designs

Top funds holding Wisdomtree Tr

LPL Financial
Advisory Services Network
Hancock Prospecting Pty
Ameriprise Financial
Advocacy Wealth Management Services
Kestra Advisory Services
Susquehanna International
Raymond James Financial
Prospera Financial Services
Branch Banking & Trust Company
Rockefeller Capital Management
Advisor Group Holdings
Perigon Wealth Management
AdvisorNet Financial
Orca Investment Management

View all funds holding Wisdomtree Tr