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Wisdomtree Trust futre strat shares owned by Invenio Wealth Partners

Quarter-by-quarter ownership of Wisdomtree Trust futre strat (WTMF) shares owned by Invenio Wealth Partners from 13F filings

Historical chart of Invenio Wealth Partners investment in Wisdomtree Trust futre strat

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All positions including Wisdomtree Trust futre strat held by Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Trust futre strat by Invenio Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-06-30 $7.2M 200k 36.27
2024-03-31 $5.2M 137k 37.50

More positions owned by Invenio Wealth Partners

Wisdomtree U.s. High Dividend Fund Etf (DHS)
Spdr Portfolio Developed World Ex-us Etf Etf (SPDW)
Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Jpmorgan Municipal Etf Etf (JMUB)
Wisdomtree International Quality Dividend Growth Fund Etf (IQDG)
Wisdomtree Yield Enhanced U.s. Aggregate Bond Fund Etf (AGGY)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree U.s. High Yield Corporate Bond Fund Etf (QHY)
Wisdomtree Managed Futures Strategy Fund Etf (WTMF)
Wisdomtree Emerging Markets Ex-state-owned Enterprises Fund Etf (XSOE)
Spdr S&p 500 Etf Trust Etf (SPY)
Wisdomtree U.s. Smallcap Fund Etf (EES)
Ishares National Muni Bond Etf Etf (MUB)
Wisdomtree Mortgage Plus Bond Fund Etf (MTGP)

View all positions for Invenio Wealth Partners

Top funds holding Wisdomtree Trust futre strat

Morgan Stanley
Resources Investment Advisors
O'Dell Group
Ethos Financial Group
Stewardship Advisors
Invenio Wealth Partners
Avestar Capital
LPL Financial
Washington Trust Bank
Wells Fargo & Company
Susquehanna International
Howard Bailey Securities
Efficient Advisors
Austin Wealth Management
Raymond James Financial Services Advisors

View all funds holding Wisdomtree Trust futre strat