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Wisdomtree Tr shares owned by Wiser Advisor Group

Quarter-by-quarter ownership of Wisdomtree Tr (WTAI) shares owned by Wiser Advisor Group from 13F filings

Historical chart of Wiser Advisor Group investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Wiser Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $8.9k 310 28.58
2025-03-31 $5.9k 310 19.01
2024-12-31 $6.8k 310 22.02
2024-09-30 $6.2k 310 19.93
2024-06-30 $2.3k 110 20.89

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
Alphabet Common Stock (GOOGL)
Eli Lilly Common Stock (LLY)
Amazon Common Stock (AMZN)
Meta Platforms Common Stock (META)
Nyli Ftse MF Closed and MF Open (HFXI)
Invesco S&p MF Closed and MF Open (XMHQ)
Microsoft Corp Common Stock (MSFT)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Growth MF Closed and MF Open (VUG)
Jpmorgan Chase Common Stock (JPM)
Nvidia Corp Common Stock (NVDA)
Schwab Us MF Closed and MF Open (SCHX)
Vanguard Value MF Closed and MF Open (VTV)

View all positions for Wiser Advisor Group

Top funds holding Wisdomtree Tr

LPL Financial
Advisory Services Network
Hancock Prospecting Pty
Ameriprise Financial
Advocacy Wealth Management Services
Kestra Advisory Services
Susquehanna International
Raymond James Financial
Prospera Financial Services
Branch Banking & Trust Company
Rockefeller Capital Management
Advisor Group Holdings
Perigon Wealth Management
AdvisorNet Financial
Orca Investment Management

View all funds holding Wisdomtree Tr