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Wisdomtree Tr shares owned by Insight Wealth Strategies

Quarter-by-quarter ownership of Wisdomtree Tr (WTIP) shares owned by Insight Wealth Strategies from 13F filings

Historical chart of Insight Wealth Strategies investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Insight Wealth Strategies

Quarter filed Position value Share count Share price at filing
2026-03-31 $273k 7.2k 37.70

More positions owned by Insight Wealth Strategies

Chevron Corporation (CVX)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Ishares Tr 10+ Yr Invst Grd (IGLB)
Ishares Tr Msci Usa Value (VLUE)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Janus Detroit Str Tr Henderson Mtg (JMBS)
Invesco Exch Traded Fd Tr Ii S&p Intl Momnt (IDMO)
Invesco Exch Traded Fd Tr Ii Global Ex Us Hgh (PGHY)
Lam Research Corp Com New (LRCX)
Simplify Exchange Traded Fun High Yield Etf (CDX)

View all positions for Insight Wealth Strategies

Top funds holding Wisdomtree Tr

Jane Street
Wealthcare Advisory Partners
Insight Wealth Strategies
UBS Group

View all funds holding Wisdomtree Tr