HPM Partners »

Wisdomtree Tr shares owned by HPM Partners

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

Historical chart of HPM Partners investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by HPM Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $270k 9.4k 28.56

More positions owned by HPM Partners

Vanguard Index Fds Etf (VOO)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corp Stock (MSFT)
iShares S&P 500 Index (IVV)
Spdr S&p 500 Etf (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Etf (IEFA)
Amazon Stock (AMZN)
Broadcom (AVGO)
Procter & Gamble Company (PG)
Alphabet Stock (GOOGL)
Alphabet Stock (GOOG)
Ishares Tr Etf (QUAL)
Meta Platforms Stock (META)

View all positions for HPM Partners

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