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Wisdomtree Tr shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2026-03-31 $3.2k 114 28.23
2025-06-30 $2.8k 112 24.56

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View all positions for Guardian Wealth Advisors, Llc / Nc

Top funds holding Wisdomtree Tr

LPL Financial
Horizon Wealth Management
Assetmark
Ameriprise Financial
Kestra Advisory Services
Hancock Prospecting Pty
Advisory Services Network
Advocacy Wealth Management Services
Bank of America Corporation
Raymond James Financial
Commonwealth Equity Services
Susquehanna International
Branch Banking & Trust Company
Prospera Financial Services
Advisor Group Holdings

View all funds holding Wisdomtree Tr