Lido Advisors »

Wisdomtree Tr shares owned by Lido Advisors

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

Historical chart of Lido Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Lido Advisors 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 Lido Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $252k 5.3k 47.47
2025-06-30 $230k 9.4k 24.56
2024-12-31 $228k 10k 22.00

More positions owned by Lido Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Apple Put Option (AAPL)
NVIDIA Corporation Put Option (NVDA)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 Put Option (QQQ)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Ssga Active Tr State Street My (MYCH)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p 500 Val Etf (IVE)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Micron Technology (MU)
Broadcom Put Option (AVGO)

View all positions for Lido Advisors

Top funds holding Wisdomtree Tr

LPL Financial
Horizon Wealth Management
Ameriprise Financial
Kestra Advisory Services
Hancock Prospecting Pty
Advisory Services Network
Assetmark
Jpmorgan Chase & Co
Jane Street
Advocacy Wealth Management Services
Raymond James Financial
Bank of America Corporation
Commonwealth Equity Services
Prospera Financial Services
Advisor Group Holdings

View all funds holding Wisdomtree Tr