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Wisdomtree Tr shares owned by Glass Jacobson Investment Advisors

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Glass Jacobson Investment Advisors from 13F filings

Historical chart of Glass Jacobson Investment Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Glass Jacobson Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Glass Jacobson Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $23k 810 28.56
2025-06-30 $20k 810 24.56

More positions owned by Glass Jacobson Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Tr S&p Mc 400vl Etf (IJJ)

View all positions for Glass Jacobson Investment Advisors

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