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Wisdomtree Tr shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of Wisdomtree Tr (WTBN) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.2M 243k 25.67
2025-06-30 $5.5M 218k 25.45
2025-03-31 $3.0M 119k 25.25
2024-12-31 $2.2M 90k 24.82
2024-09-30 $2.0M 79k 25.71

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View all positions for Envestnet Asset Management

Top funds holding Wisdomtree Tr

Thrivent Financial for Lutherans
Wiley Bros.-aintree Capital
Envestnet Asset Management
Park Edge Advisors
Lionsbridge Wealth Management
Steward Partners Investment Advisory
Raymond James Financial
Jpmorgan Chase & Co
FMR
Sound Income Strategies

View all funds holding Wisdomtree Tr