WTPI — WISDOMTREE TR

Ownership history in PFG Advisors  ·  1 quarter on record

This page tracks every 13F SEC filing in which PFG Advisors reported a position in WISDOMTREE TR (WTPI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.05% (2025 Q3)
Avg. % of fund
0.05%
First filed
2025 Q3
Last filed
2025 Q3
Quarters held
1
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 33,318 — — 0.05% $1.1M $31.60
% of Fund (quarterly)    WTPI price (monthly, adj. close)

Other funds also holding WTPI

As of 2025 Q4 — sorted by position size

Solutions 4 Wealth, Ltd 9.33% CASTLE WEALTH MANAGEMENT LLC 3Y 2.95% Granite Bay Wealth Management, LLC 3Y 2.11% Compass Financial Services Inc 2.1% Opes Wealth Management LLC 3Y 0.61% Tidemark, LLC 0.49% Avory & Company, LLC 3Y 0.32% Private Capital Management, LLC 3Y 7Y 0.32% Prosperity Financial Group, Inc. 0.3% CARY STREET PARTNERS INVESTMENT ADVISORY LLC 3Y 7Y 0.26%
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