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Wisdomtree Tr shares owned by Dynamic Advisors Solutions

Quarter-by-quarter ownership of Wisdomtree Tr (XC) shares owned by Dynamic Advisors Solutions from 13F filings

Historical chart of Dynamic Advisors Solutions investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Dynamic Advisors Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Dynamic Advisors Solutions

Quarter filed Position value Share count Share price at filing
2024-09-30 $488k 15k 32.98
2024-06-30 $480k 15k 32.10
2024-03-31 $421k 14k 30.69
2023-12-31 $372k 13k 29.03
2023-09-30 $288k 11k 26.18

More positions owned by Dynamic Advisors Solutions

Apple (AAPL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Dynamic Advisors Solutions

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