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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
2024-12-31 $563k 23k 24.82
2024-09-30 $619k 24k 25.71

More positions owned by Lionsbridge Wealth Management

Ishares Tr Core Us Aggbd Et (AGG)
J P Morgan Exchange Traded F Income Etf (JPIE)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Select Sector Spdr Tr Financial (XLF)
Quanta Services (PWR)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Ishares Tr Ultra Short-term (ICSH)
Goldman Sachs Etf Tr Aces Ultra Shr (GSST)

View all positions for Lionsbridge Wealth Management

Top funds holding Wisdomtree Tr

Park Edge Advisors
Wiley Bros.-aintree Capital
Envestnet Asset Management
Thrivent Financial for Lutherans
Lionsbridge Wealth Management
Jane Street
Western Wealth Management
Steward Partners Investment Advisory
Tower Research Capital
Sound Income Strategies

View all funds holding Wisdomtree Tr