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
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Quarterly reported holdings in Wisdomtree Tr by Transcend Wealth Collective
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2026-06-30 | $260k | 5.5k | 47.47 |
| 2025-06-30 | $254k | 10k | 24.56 |
| 2025-03-31 | $202k | 11k | 19.00 |
| 2024-12-31 | $236k | 11k | 22.00 |
| 2024-09-30 | $210k | 11k | 19.93 |
| 2024-06-30 | $215k | 10k | 20.89 |
More positions owned by Transcend Wealth Collective
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