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Wisdomtree Trust futre strat shares owned by Kingswood Wealth Advisors

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

Historical chart of Kingswood Wealth Advisors investment in Wisdomtree Trust futre strat

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Trust futre strat by Kingswood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $929k 25k 37.89
2025-06-30 $415k 12k 35.31
2024-09-30 $423k 12k 35.52

More positions owned by Kingswood Wealth Advisors

Apple Incorporated Common Stock (AAPL)
Spdr S&p 500 Etf Exchange Traded Fund (SPY)
Nvidia Corporation Common Stock (NVDA)
Microsoft Corporation Common Stock (MSFT)
Schwab U.s. Large-cap Growth Etf Exchange Traded Fund (SCHG)
Invesco Qqq Tr Exchange Traded Fund (QQQ)
Amazon Com Incorporated Common Stock (AMZN)
Vanguard Index Funds S&p 500 Etf Exchange Traded Fund (VOO)
Grayscale Bitcoin Trust Etf Exchange Traded Fund (GBTC)
Ishares Tr Core S&p500 Etf Exchange Traded Fund (IVV)
First Trust Preferred Securities And Income Etf Exchange Traded Fund (FPE)
Broadcom Incorporated Common Stock (AVGO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Meta Platforms Incorporated Class A Common Stock (META)
Proshares Ultra S&p500 Exchange Traded Fund (SSO)

View all positions for Kingswood Wealth Advisors

Top funds holding Wisdomtree Trust futre strat

Morgan Stanley
Resources Investment Advisors
LPL Financial
O'Dell Group
Stewardship Advisors
Avestar Capital
Envestnet Asset Management
Cetera Investment Advisers
Wells Fargo & Company
Howard Bailey Securities
Vestmark Advisory Solutions
Ethos Financial Group
Efficient Advisors
Mml Investors Services
Columbus Macro

View all funds holding Wisdomtree Trust futre strat