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Wisdomtree Tr shares owned by Vista Private Wealth Partners

Quarter-by-quarter ownership of Wisdomtree Tr (NTSE) shares owned by Vista Private Wealth Partners from 13F filings

Historical chart of Vista Private Wealth Partners investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Vista Private Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 34k 29.61

More positions owned by Vista Private Wealth Partners

Schwab Us Large Cap Growth Etf Us Lcap Gr Etf (SCHG)
Schwab International Equity Etf Intl Eqt Etf
Charles Schwab Us Mc Etf Us Mid-cap Etf (SCHM)
Schwab Us Large Cap Value Etf Us Lcap Va Etf (SCHV)
Ishares Ibonds Term Treasury Etf Us Treas Bd Etf
Spdr Doubleline Ttl Rtrnttcl Etf Spdr Tr Tactic (TOTL)
Schwab Us Dividend Equity Etf Us Dividend Eq (SCHD)
Schwab Us Large Cap Etf Us Lrg Cap Etf (SCHX)
Vaneck Morningstar Wide Moat Etf Mrngstr Wde Moat (MOAT)
Ishares Core Us Aggregate Bond Etf Core Us Aggbd Et (AGG)
Vaneck Morningstar Smid Moat Etf Morningstar Smid (SMOT)
Schwab Us Small Cap Etf Us Sml Cap Etf (SCHA)
Vanguard S&p 500 Etf S&p 500 Etf Shs (VOO)
Vanguard Total Stock Market Etf Total Stk Mkt (VTI)
Pimco Active Bond Etf Active Bd Etf

View all positions for Vista Private Wealth Partners

Top funds holding Wisdomtree Tr

Halbert Hargrove Global Advisors
Resources Investment Advisors
Wealthcare Advisory Partners
LPL Financial
Professional Financial Advisors
Vista Private Wealth Partners
Jane Street
Drive Wealth Management
Commonwealth Equity Services
AQR Capital Management
Advisor Group Holdings
Cardiff Park Advisors
FMR

View all funds holding Wisdomtree Tr