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Wisdomtree Tr shares owned by Tradition Wealth Management

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

Historical chart of Tradition Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Tradition Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $957k 34k 28.56

More positions owned by Tradition Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
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Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
Ishares Tr Rus 1000 Grw Etf (IWF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for Tradition Wealth Management

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