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Wisdomtree Tr shares owned by Lionsbridge Wealth Management

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

Historical chart of Lionsbridge Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Lionsbridge Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.2M 87k 25.67
2025-06-30 $2.3M 91k 25.45
2025-03-31 $523k 21k 25.25
2024-12-31 $563k 23k 24.82
2024-09-30 $619k 24k 25.71

More positions owned by Lionsbridge Wealth Management

J P Morgan Exchange Traded F Income Etf (JPIE)
Tidal Trust I Fundstrat Granny (GRNY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Quanta Services (PWR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Select Sector Spdr Tr Financial (XLF)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Spdr Gold Tr Gold Shs (GLD)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Blackrock Etf Trust Ishares Us Equit (DYNF)

View all positions for Lionsbridge Wealth 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