BRIDGE GENERATIONS WEALTH MANAGEMENT LLC WTPI β€” WISDOMTREE TR

Ownership history in BRIDGE GENERATIONS WEALTH MANAGEMENT LLC  Β·  5 quarters on record

AI Ownership Summary

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported WISDOMTREE TR (WTPI) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. The latest visible filing shows WTPI at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WTPI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's position in WISDOMTREE TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WTPI was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BRIDGE GENERATIONS WEALTH MANAGEMENT LLC held WTPI β€” position size vs. price
% of Fund (quarterly)    WTPI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED β€” β€” β€” 12 β€” 0% 0.00% $397 2026-02-10 $33.16
2025 Q3 UNCHANGED β€” β€” β€” 12 β€” 0% 0.00% $400 2025-11-06 $31.24
2025 Q2 UNCHANGED β€” β€” β€” 12 β€” 0% 0.00% $385 2025-07-18 $29.29
2025 Q1 UNCHANGED β€” β€” β€” 12 β€” 0% 0.00% $374 2025-05-01 $27.29
2024 Q4 INITIATED β€” β€” β€” 12 β€” β€” 0.00% $396 2025-02-13 $29.08

FAQ About BRIDGE GENERATIONS WEALTH MANAGEMENT LLC and WTPI

These are the practical questions this page is built to answer before you even open the full history table.

How long has BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported owning WTPI?

BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported WTPI across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported WTPI position in BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's portfolio?

The largest reported portfolio weight for WTPI was 0.00% in 2025 Q3.

What is the latest reported WTPI position on this page?

The most recent filing on this page is 2025 Q4, when BRIDGE GENERATIONS WEALTH MANAGEMENT LLC reported 12 shares, equal to 0.00% of portfolio, with an estimated market value of $397.

What does the chart on this WTPI ownership page compare?

The chart compares BRIDGE GENERATIONS WEALTH MANAGEMENT LLC's quarterly WTPI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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