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Wisdomtree Tr shares owned by SRS Capital Advisors

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

Historical chart of SRS Capital Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by SRS Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $122k 4.2k 29.14
2025-06-30 $47k 1.9k 24.56
2025-03-31 $27k 1.4k 19.00
2024-12-31 $31k 1.4k 22.00
2024-09-30 $25k 1.2k 19.93

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View all positions for SRS Capital Advisors

Top funds holding Wisdomtree Tr

LPL Financial
Horizon Wealth Management
Advisory Services Network
Hancock Prospecting Pty
Ameriprise Financial
Advocacy Wealth Management Services
Kestra Advisory Services
Flow Traders US
Raymond James Financial
Susquehanna International
Commonwealth Equity Services
Prospera Financial Services
Branch Banking & Trust Company
Rockefeller Capital Management
Advisor Group Holdings

View all funds holding Wisdomtree Tr