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Wisdomtree Tr shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2026-06-30 $205k 4.3k 47.47

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ea Series Trust Freedom 100 Em (FRDM)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Fidelity Covington Trust High Divid Etf (FDVV)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Vanguard Index Fds Growth Etf (VUG)
Costco Wholesale Corporation (COST)

View all positions for Retirement Planning Group

Top funds holding Wisdomtree Tr

LPL Financial
Horizon Wealth Management
Ameriprise Financial
Kestra Advisory Services
Hancock Prospecting Pty
Advisory Services Network
Assetmark
Jpmorgan Chase & Co
Jane Street
Advocacy Wealth Management Services
Raymond James Financial
Bank of America Corporation
Commonwealth Equity Services
Prospera Financial Services
Advisor Group Holdings

View all funds holding Wisdomtree Tr