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Wisdomtree Tr shares owned by Independent Financial Group

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Independent Financial Group from 13F filings

Historical chart of Independent Financial Group investment in Wisdomtree Tr

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All positions including Wisdomtree Tr held by Independent Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Independent Financial Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.1M 23k 47.47
2025-09-30 $320k 11k 28.56
2025-06-30 $238k 9.7k 24.56
2025-03-31 $194k 10k 19.00