Wisdomtree Tr shares owned by Stifel Financial
Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Stifel Financial
from 13F filings
Historical chart of Stifel Financial investment in Wisdomtree Tr
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr held by Stifel Financial consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr by Stifel Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.5M | 52k | 28.56 |
| 2025-06-30 | $1.1M | 43k | 24.56 |
| 2025-03-31 | $842k | 44k | 19.00 |
| 2024-12-31 | $934k | 42k | 22.00 |
| 2024-09-30 | $881k | 44k | 19.93 |
| 2024-06-30 | $2.0M | 96k | 20.89 |
| 2024-03-31 | $1.8M | 87k | 20.77 |
| 2023-12-31 | $1.4M | 69k | 20.69 |
| 2023-09-30 | $302k | 17k | 17.42 |