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Wisdomtree Tr shares owned by Flagship Harbor Advisors

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

Historical chart of Flagship Harbor Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Flagship Harbor Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $191k 6.6k 29.14
2024-09-30 $458k 23k 19.93
2024-06-30 $425k 20k 20.89
2024-03-31 $326k 16k 20.77

More positions owned by Flagship Harbor Advisors

State Street MF Closed and MF Open (SPYV)
Ishares 0-3 MF Closed and MF Open (SGOV)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
SPDR S&P MF Closed and MF Open (SPY)
Ishares Core MF Closed and MF Open (IUSV)
Vanguard Total MF Closed and MF Open (VTI)
State Street MF Closed and MF Open (SPYM)
Ishares Core MF Closed and MF Open (AGG)
Amazon Common Stock (AMZN)
Microsoft Corp Common Stock (MSFT)
Jpmorgan MF Closed and MF Open (JPST)
Franklin Intl MF Closed and MF Open (DIVI)
Invesco S&p MF Closed and MF Open (RSP)
State Street MF Closed and MF Open (SPSM)

View all positions for Flagship Harbor Advisors

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