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Wisdomtree Tr shares owned by Wealth Alliance Advisory Group

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Wealth Alliance Advisory Group from 13F filings

Historical chart of Wealth Alliance Advisory Group investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Wealth Alliance Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Wealth Alliance Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $227k 11k 20.77
2023-12-31 $226k 11k 20.69
2023-09-30 $190k 11k 17.42
2023-06-30 $208k 11k 19.07

More positions owned by Wealth Alliance Advisory Group

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Multisector Bd (PYLD)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Betabuilders Us (BBAG)
First Tr Sml Cp Core Alpha F Com Shs (FYX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Apple (AAPL)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Microsoft Corporation (MSFT)

View all positions for Wealth Alliance Advisory Group

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