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Wisdomtree Tr shares owned by Quadrant Private Wealth Management

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

Historical chart of Quadrant Private Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Quadrant Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $461k 14k 32.98
2024-06-30 $376k 12k 32.10

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Snowflake Cl A (SNOW)

View all positions for Quadrant Private Wealth Management

Top funds holding Wisdomtree Tr

Legacy Financial Advisors
Aprio Wealth Management
Sanctuary Advisors
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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