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Wisdomtree Tr shares owned by Balance Wealth

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

Historical chart of Balance Wealth investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Balance Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $403k 12k 34.64
2025-06-30 $1.4M 40k 34.42

More positions owned by Balance Wealth

Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Select Sector Spdr Tr Sbi Healthcare (XLV)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Core-plus Bd Etf (VPLS)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
2023 Etf Series Trust Brandes Internat (BINV)
Ishares Tr Core Intl Aggr (IAGG)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Wells Fargo & Company (WFC)
Dimensional Etf Trust Us Core Equity 2 (DFAC)

View all positions for Balance Wealth

Top funds holding Wisdomtree Tr

Legacy Financial Advisors
Bsc Private Wealth Management
Aprio Wealth Management
tru Independence
Citadel Advisors
LPL Financial
Chicago Partners Investment
Old Mission Capital
Flow Traders US
Dynamic Advisors Solutions
Creative Planning
Kestra Advisory Services
Cambridge Investment Research Advisors
Cetera Investment Advisers
Jane Street

View all funds holding Wisdomtree Tr