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Wisdomtree Tr shares owned by Transcend Wealth Collective

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

Historical chart of Transcend Wealth Collective investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Transcend Wealth Collective

Quarter filed Position value Share count Share price at filing
2024-09-30 $210k 11k 19.93
2024-06-30 $215k 10k 20.89

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Merck & Co Stock (MRK)
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Fs Kkr Cap Corp Cef (FSK)
Amazon Stock (AMZN)
Nvidia Corporation Stock (NVDA)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p 500 Etf Etf (IVV)
Jpmorgan Chase & Co Stock (JPM)
Blue Owl Cap Corp Iii Stock (OBDE)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Spdr S&p 500 Etf Trust Etf (SPY)
International Business Machs Stock (IBM)

View all positions for Transcend Wealth Collective

Top funds holding Wisdomtree Tr

Hennion & Walsh Asset Management
Advisory Services Network
LPL Financial
Raymond James & Associates
Kestra Advisory Services
Bank of America Corporation
Raymond James Financial Services Advisors
Jane Street
Susquehanna International
Flow Traders US
Prospera Financial Services
Stifel Financial
Branch Banking & Trust Company
Orca Investment Management
Masso Torrence Wealth Management

View all funds holding Wisdomtree Tr