Wisdomtree Tr shares owned by Kingsview Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Kingsview Wealth Management
from 13F filings
Historical chart of Kingsview Wealth Management investment in Wisdomtree Tr
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr held by Kingsview Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr by Kingsview Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $432k | 21k | 20.77 |
2023-12-31 | $362k | 18k | 20.69 |
2023-09-30 | $236k | 14k | 17.42 |
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