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Wisdomtree Tr shares owned by Rockefeller Capital Management

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Rockefeller Capital Management from 13F filings

Historical chart of Rockefeller Capital Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Rockefeller Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Rockefeller Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $412k 20k 20.77
2023-12-31 $462k 22k 20.69
2023-09-30 $426k 25k 17.42
2023-06-30 $513k 27k 19.07

More positions owned by Rockefeller Capital Management

Microsoft Corporation (MSFT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Eli Lilly & Co. (LLY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Broadcom (AVGO)
Visa Com Cl A (V)
Oracle Corporation (ORCL)

View all positions for Rockefeller Capital Management

Top funds holding Wisdomtree Tr

Stratos Wealth Partners
Kestra Advisory Services
Advisory Services Network
LPL Financial
Raymond James & Associates
Bank of America Corporation
Raymond James Financial Services Advisors
Prospera Financial Services
Branch Banking & Trust Company
Stifel Financial
Masso Torrence Wealth Management
AdvisorNet Financial
Private Advisor
Cambridge Investment Research Advisors
Citadel Advisors

View all funds holding Wisdomtree Tr