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Wisdomtree Tr shares owned by Sherman Asset Management

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

Historical chart of Sherman Asset Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Sherman Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $142k 5.0k 28.56
2025-06-30 $224k 9.1k 24.56
2025-03-31 $172k 9.1k 19.00
2024-12-31 $199k 9.0k 22.00

More positions owned by Sherman Asset Management

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Total Stock Market Etf Etf (VTI)
Ishares Core S&p Small Cap Etf Etf (IJR)
Technology Select Sector Spdr Fund Etf (XLK)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Oracle Corp Stock (ORCL)
Microsoft Corp Stock (MSFT)
Apple Stock (AAPL)
Meta Platforms Inc Cl A Stock (META)
Vanguard Total Bond Market Etf Etf (BND)
First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
Ishares Core S&p Mid-cap Etf Etf (IJH)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Vanguard Real Estate Etf Etf (VNQ)
Amazon Stock (AMZN)

View all positions for Sherman Asset Management

Top funds holding Wisdomtree Tr

LPL Financial
Advisory Services Network
Hancock Prospecting Pty
Ameriprise Financial
Advocacy Wealth Management Services
Kestra Advisory Services
Susquehanna International
Raymond James Financial
Prospera Financial Services
Branch Banking & Trust Company
Rockefeller Capital Management
Advisor Group Holdings
Perigon Wealth Management
AdvisorNet Financial
Orca Investment Management

View all funds holding Wisdomtree Tr