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Wisdomtree Tr shares owned by ForthRight Wealth Management

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

Historical chart of ForthRight Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by ForthRight Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $331k 13k 25.15

More positions owned by ForthRight Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core S&p Us Gwt (IUSG)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Intl Bd Opp Etf (JPIB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Proshares Tr S&p 500 Dv Arist (NOBL)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
First Tr Exchange-traded Dj Glbl Divid (FGD)

View all positions for ForthRight Wealth Management

Top funds holding Wisdomtree Tr

Thrivent Financial for Lutherans
LPL Financial
Wiley Bros.-aintree Capital
Envestnet Asset Management
Willow Financial
Park Edge Advisors
Lionsbridge Wealth Management
Steward Partners Investment Advisory
Royal Bank of Canada
Hilltop National Bank
Raymond James Financial
ForthRight Wealth Management

View all funds holding Wisdomtree Tr