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Wisdomtree Tr shares owned by Tulsa Wealth Advisors

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

Historical chart of Tulsa Wealth Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Tulsa Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $271k 9.6k 28.23

More positions owned by Tulsa Wealth Advisors

Invesco S&p 500 Quality Etf S&p500 Quality (SPHQ)
Ishares Tr Core S&p Ttl Stk Core S&p Ttl Stk (ITOT)
Ishares U.s. Equity Factor Rotation Acti Ishares Us Equit (DYNF)
Avantis Us Large Cap Value Etf Us Large Cap Vlu (AVLV)
Invesco S&p 500 Top 50 Etf S&p 500 Top 50 (XLG)
Vanguard Growth Etf Growth Etf (VUG)
Ishares Tr 7-10 Yr Trsy Bd 7-10 Yr Trsy Bd (IEF)
Ishares Tr Hdg Msci Eafe Hdg Msci Eafe (HEFA)
Broadcom (AVGO)
Apple (AAPL)
State Street Spdr S&p 500 Etf Trust Tr Unit (SPY)
JPMorgan Chase & Co. (JPM)
Wal-Mart Stores (WMT)
Microsoft Corporation (MSFT)
Eaton Corporation SHS (ETN)

View all positions for Tulsa Wealth Advisors

Top funds holding Wisdomtree Tr

LPL Financial
Horizon Wealth Management
Assetmark
Advisory Services Network
Ameriprise Financial
Kestra Advisory Services
Hancock Prospecting Pty
Advocacy Wealth Management Services
Bank of America Corporation
Raymond James Financial
Commonwealth Equity Services
Susquehanna International
Branch Banking & Trust Company
Prospera Financial Services
Rockefeller Capital Management

View all funds holding Wisdomtree Tr