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Wisdomtree Tr shares owned by Harbor Investment Advisory

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

Historical chart of Harbor Investment Advisory investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Harbor Investment Advisory

Quarter filed Position value Share count Share price at filing
2025-12-31 $90k 3.1k 29.14
2025-03-31 $24k 1.3k 19.00
2024-12-31 $36k 1.6k 22.00
2024-09-30 $19k 965 19.93
2024-06-30 $20k 965 20.89

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View all positions for Harbor Investment Advisory

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