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Wisdomtree Tr shares owned by Janney Montgomery Scott

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Janney Montgomery Scott from 13F filings

Historical chart of Janney Montgomery Scott investment in Wisdomtree Tr

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All positions including Wisdomtree Tr held by Janney Montgomery Scott consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Janney Montgomery Scott

Quarter filed Position value Share count Share price at filing
2025-09-30 $562k 20k 28.57
2025-06-30 $448k 18k 24.54
2025-03-31 $367k 19k 19.03
2024-12-31 $393k 18k 21.99
2024-09-30 $285k 14k 19.91

More positions owned by Janney Montgomery Scott

Apple Common Stock (AAPL)
Microsoft Corp Common Stock (MSFT)
Nvidia Corp Common Stock (NVDA)
Ishs Core Sp 500 Etf ETF/Closed End (IVV)
Tech Sel Sect Spdr Etf ETF/Closed End (XLK)
Amazoncom Common Stock (AMZN)
Broadcom Common Stock (AVGO)
Inv Qqq Etf ETF/Closed End (QQQ)
Jpmorgan Chase Common Stock (JPM)
Alphabet Inc A Common Stock (GOOGL)
Spdr Sp 500 Etf ETF/Closed End (SPY)
Comm Svcs Sel Spdr Etf ETF/Closed End (XLC)
Jpm Betabldrs U S Eq Etf ETF/Closed End (BBUS)
Finl Sel Sect Spdr Etf ETF/Closed End (XLF)
Hlthcr Sel Sect Spdr Etf ETF/Closed End (XLV)

View all positions for Janney Montgomery Scott

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