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Wisdomtree Tr shares owned by Waddell & Associates

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Waddell & Associates from 13F filings

Historical chart of Waddell & Associates investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Waddell & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Waddell & Associates

Quarter filed Position value Share count Share price at filing
2023-09-30 $441k 25k 17.42
2023-06-30 $225k 12k 19.07

More positions owned by Waddell & Associates

Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Schwab Strategic Tr Schwab Fdt Us Sc (FNDA)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Doubleline Etf Trust Shiller Cape U S (CAPE)
Schwab Strategic Tr 1000 Index Etf (SCHK)
Ishares Tr International Sl (ISCF)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Index Shs Fds S&p Emktsc Etf (EWX)
Ishares Tr Global 100 Etf (IOO)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Core Msci Total (IXUS)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
AutoZone (AZO)
Two Rds Shared Tr Condctr Gbl Eqty (CGV)

View all positions for Waddell & Associates

Top funds holding Wisdomtree Tr

Stratos Wealth Partners
Kestra Advisory Services
Advisory Services Network
Raymond James & Associates
Jane Street
Raymond James Financial Services Advisors
Prospera Financial Services
Branch Banking & Trust Company
Bank Of Montreal
Masso Torrence Wealth Management
Stifel Financial
AdvisorNet Financial
Private Advisor
Cambridge Investment Research Advisors
Householder Group Estate & Retirement Specialist

View all funds holding Wisdomtree Tr