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Wisdomtree Tr shares owned by Rise Advisors

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

Historical chart of Rise Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Rise Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2k 60 19.95
2024-06-30 $1.3k 60 20.92
2024-03-31 $1.2k 60 20.80
2023-12-31 $1.2k 60 20.72

More positions owned by Rise Advisors

Vanguard Value Etf 0 (VTV)
Vanguard Growth Etf 0 (VUG)
Dimensional Core Fixed Income Etf 0 (DFCF)
Janus Henderson Mortgage-backed Securities Etf 0 (JMBS)
Janus Henderson Short Duration Income Etf 0 (VNLA)
Dimensional U.s. Targeted Value Etf 0 (DFAT)
Financial Select Sector Spdr Fund 0 (XLF)
Industrial Select Sector Spdr Fund 0 (XLI)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund 0 (XSOE)
Paypal Hldgs 0 (PYPL)
Nvidia Corporation 0 (NVDA)
Microsoft Corp 0 (MSFT)
Amazon 0 (AMZN)
Berkshire Hathaway Inc Del Cl B 0 (BRK.B)
Jpmorgan Ultra-short Income Etf 0 (JPST)

View all positions for Rise Advisors

Top funds holding Wisdomtree Tr

Hennion & Walsh Asset Management
LPL Financial
Raymond James Financial
Advisory Services Network
Raymond James & Associates
Kestra Advisory Services
Raymond James Financial Services Advisors
Susquehanna International
Branch Banking & Trust Company
Prospera Financial Services
Bank of America Corporation
Householder Group Estate & Retirement Specialist
Orca Investment Management
AdvisorNet Financial
Cascade Financial Partners

View all funds holding Wisdomtree Tr