Wisdomtree Tr shares owned by Geneos Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Geneos Wealth Management
from 13F filings
Historical chart of Geneos Wealth Management investment in Wisdomtree Tr
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr held by Geneos Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr by Geneos Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $195k | 9.4k | 20.77 |
2023-12-31 | $194k | 9.4k | 20.69 |
2023-09-30 | $153k | 8.8k | 17.42 |
2023-06-30 | $6.2k | 325 | 19.07 |