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Wisdomtree Tr shares owned by Morris Retirement Advisors

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

Historical chart of Morris Retirement Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Morris Retirement Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Morris Retirement Advisors

Quarter filed Position value Share count Share price at filing
2026-06-30 $319k 6.7k 47.47
2024-03-31 $202k 9.7k 20.77
2023-12-31 $221k 11k 20.69
2023-09-30 $1.9M 110k 17.42

More positions owned by Morris Retirement Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Invesco Exchange Traded Fd T Dj Indl Avg Dv (DJD)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Pimco Etf Tr Active Bd Etf (BOND)
Ssga Active Etf Tr St Str Bl Ln Etf (SRLN)
Ishares Msci Sth Kor Etf (EWY)
Ishares Tr Us Aer Def Etf (ITA)
Direxion Shares Etf Trust Nasdaq 100 Eq Wt (QQQE)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str Sp Bank (KBE)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Ishares Tr MRGSTR SM CP GR (ISCG)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vaneck Etf Trust Junior Gold Mine (GDXJ)

View all positions for Morris Retirement Advisors

Top funds holding Wisdomtree Tr

LPL Financial
Horizon Wealth Management
Assetmark
Ameriprise Financial
Kestra Advisory Services
Hancock Prospecting Pty
Advisory Services Network
Advocacy Wealth Management Services
Bank of America Corporation
Raymond James Financial
Commonwealth Equity Services
Susquehanna International
Branch Banking & Trust Company
Prospera Financial Services
Advisor Group Holdings

View all funds holding Wisdomtree Tr