Wisdomtree Tr shares owned by Private Advisor
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Private Advisor
from 13F filings
Historical chart of Private Advisor investment in Wisdomtree Tr
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All positions including Wisdomtree Tr held by Private Advisor consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wisdomtree Tr by Private Advisor
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 54k | 28.56 |
| 2025-06-30 | $1.3M | 54k | 24.56 |
| 2025-03-31 | $824k | 43k | 19.00 |
| 2024-12-31 | $1.1M | 49k | 22.00 |
| 2024-09-30 | $978k | 49k | 19.93 |
| 2024-06-30 | $1.2M | 59k | 20.89 |
| 2024-03-31 | $1.1M | 54k | 20.77 |
| 2023-12-31 | $769k | 37k | 20.69 |
| 2023-09-30 | $314k | 18k | 17.42 |