Insight Advisors, LLC/ PA »

Wisdomtree Tr shares owned by Insight Advisors, LLC/ PA

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Insight Advisors, LLC/ PA from 13F filings

Historical chart of Insight Advisors, LLC/ PA investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Insight Advisors, LLC/ PA 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 Insight Advisors, LLC/ PA

Quarter filed Position value Share count Share price at filing
2024-09-30 $404k 20k 19.93
2024-06-30 $329k 16k 20.89
2024-03-31 $237k 11k 20.77

More positions owned by Insight Advisors, LLC/ PA

Ea Series Trust Alpha Architect (CAOS)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Apple (AAPL)
NVIDIA Corporation Put Option (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Amazon (AMZN)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Microsoft Corporation (MSFT)
Wisdomtree Tr Us Quality Grow (QGRW)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Wisdomtree Tr Us Multifactor (USMF)
Berkshire Hathaway Inc Del Cl B New Put Option (BRK.B)
J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Vanguard Index Fds Growth Etf (VUG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Insight Advisors, LLC/ PA

Top funds holding Wisdomtree Tr

Hennion & Walsh Asset Management
Advisory Services Network
LPL Financial
Raymond James & Associates
Kestra Advisory Services
Bank of America Corporation
Raymond James Financial Services Advisors
Jane Street
Susquehanna International
Flow Traders US
Prospera Financial Services
Stifel Financial
Branch Banking & Trust Company
Orca Investment Management
Masso Torrence Wealth Management

View all funds holding Wisdomtree Tr