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Wisdomtree Tr shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by United Capital Financial Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2026-06-30 $214k 4.5k 47.15
2025-03-31 $215k 11k 19.00
2024-12-31 $249k 11k 22.00
2024-09-30 $225k 11k 19.93
2024-06-30 $236k 11k 20.89

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View all positions for United Capital Financial Advisers

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