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Wisdomtree Tr shares owned by Private Ocean

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

Historical chart of Private Ocean investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Private Ocean consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Private Ocean

Quarter filed Position value Share count Share price at filing
2024-06-30 $96k 4.6k 20.89
2023-12-31 $95k 4.6k 20.69

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Dimensional U.S. Core Equity 2 ETF Etf (DFAC)
iShares Total US Bond ETF Etf (IUSB)
Vanguard Short-Term Corporate Bond ETF Etf (VCSH)
Dimensional Emerging Core Equity Mkt ETF Etf (DFAE)
Dimensional Global Real Estate ETF Etf (DFGR)
SPDR Blmbg Barclays High Yield Bd ETF Etf (JNK)
Dimensional International Equity Mkt ETF Etf (DFAI)
Apple (AAPL)
iShares MSCI USA Quality Factor ETF Etf (QUAL)
Market Vectors High Yield Muni ETF Etf (HYD)
iShares Core S&P 500 ETF Etf (IVV)
iShares ESG U.S. Aggregate Bond ETF Etf (EAGG)
Vanguard Bond Index ETF Etf (BND)
Dimensional U.S. Core Equity Market ETF Etf (DFAU)
iShares Russell 1000 Index Etf (IWB)

View all positions for Private Ocean

Top funds holding Wisdomtree Tr

Hennion & Walsh Asset Management
Advisory Services Network
LPL Financial
Raymond James & Associates
Kestra Advisory Services
Bank of America Corporation
Raymond James Financial Services Advisors
Jane Street
Susquehanna International
Flow Traders US
Prospera Financial Services
Stifel Financial
Branch Banking & Trust Company
Orca Investment Management
Masso Torrence Wealth Management

View all funds holding Wisdomtree Tr