WTV β€” WISDOMTREE TR

Ownership history in Wealthspire Advisors, LLC  Β·  1 quarter on record

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

% of Fund (quarterly)    WTV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 INITIATED 5 β€” β€” 0.00% $459 $90.54

🏒 Other funds also holding WTV

As of 2025 Q4 β€” sorted by position size

Anderson Financial Strategies, LLC 12.05% 626 Financial, LLC 3Y 5.44% Prism Advisors, Inc. 3Y 7Y 4.88% Team Financial Group, LLC 4.34% Systelligence, LLC 3Y 3.64% Leslie Global Wealth, LLC 2.98% Legacy Financial Advisors, Inc. 3Y 7Y 2.87% Ruggaard & Associates LLC 2.85% Vericrest Private Wealth 2.56% Onyx Bridge Wealth Group LLC 3Y 2.35%
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