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Wisdomtree Tr shares owned by HighPoint Advisor

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by HighPoint Advisor from 13F filings

Historical chart of HighPoint Advisor investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by HighPoint Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $254k 9.0k 28.23
2025-12-31 $252k 8.7k 29.14

More positions owned by HighPoint Advisor

State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPDW)
State Street MF Closed and MF Open (SPYG)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLK)
State Street MF Closed and MF Open (SPYM)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JIRE)
Ishares Core MF Closed and MF Open (ITOT)
Dimensional Intl MF Closed and MF Open (DFAI)
Avantis Emerging MF Closed and MF Open (AVEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPTM)

View all positions for HighPoint Advisor

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