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Wisdomtree Tr shares owned by Procyon Private Wealth Partners

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

Historical chart of Procyon Private Wealth Partners investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Procyon Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-06-30 $404k 8.5k 47.47

More positions owned by Procyon Private Wealth Partners

Vanguard World Mega Cap Index (MGC)
Spdr Series Trust St Str P500etf (SPYM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Spdr Series Trust St Str Corpo Etf (SPBO)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Ishares Tr Core S&p500 Etf (IVV)
American Centy Etf Tr Us Quality Grow (QGRO)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr Index Shs Fds St Str Po Ex Etf (SPDW)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Index Fds Small Cp Etf (VB)
NVIDIA Corporation (NVDA)

View all positions for Procyon Private Wealth Partners

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