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Wisdomtree Tr shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $335k 9.7k 34.64
2025-06-30 $403k 12k 34.42

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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