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Wisdomtree Tr shares owned by Founders Financial Alliance

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

Historical chart of Founders Financial Alliance investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Founders Financial Alliance

Quarter filed Position value Share count Share price at filing
2025-12-31 $9.3k 320 29.14

More positions owned by Founders Financial Alliance

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Alphabet Cap Stk Cl A (GOOGL)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Broadcom (AVGO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Duke Energy Corp Com New (DUK)
Spdr Series Trust State Street Spd (BIL)
Morgan Stanley Etf Trust Eaton Vance Fltg (EVLN)
T Rowe Price Etf Cap Appreciation (TCAF)

View all positions for Founders Financial Alliance

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