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Wisdomtree Tr shares owned by Aprio Wealth Management

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

Historical chart of Aprio Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Aprio Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.6M 139k 32.98

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Simplify Exchange Traded Fun Short Term Trea (TUA)
Ishares Tr Residential Mult (REZ)
Vanguard World Health Car Etf (VHT)
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Simplify Exchange Traded Fun Mbs Etf (MTBA)

View all positions for Aprio Wealth Management

Top funds holding Wisdomtree Tr

Legacy Financial Advisors
Aprio Wealth Management
Sanctuary Advisors
Chicago Partners Investment
LPL Financial
Old Mission Capital
Citadel Advisors
Creative Planning
Cetera Investment Advisers
Thrivent Financial for Lutherans
Dynamic Advisors Solutions
Quadrant Private Wealth Management
Kestra Advisory Services
Atomi Financial Group
Oarsman Capital

View all funds holding Wisdomtree Tr