SEC 13F Intelligence

Householder Group Estate & Retirement Specialist, LLC / WTAI

Householder Group Estate & Retirement Specialist, LLC’s Wisdomtree Tr Position

Does Householder Group Estate & Retirement Specialist, LLC own Wisdomtree Tr (WTAI)? Yes — 74.9K shares worth $2M (+1.23% of its 13F portfolio) as of Q4 2024, up from 61.1K shares the prior filed quarter.

Position Value
$2M
Q4 2024
Shares
74.9K
% of Portfolio
+1.23%
Quarters Held
6
currently held

Position History WTAI

Reported value by quarter
Q3 ’23: $174,200Q3 ’23Q4 ’23: $745,000Q4 ’23Q1 ’24: $1MQ1 ’24Q2 ’24: $1MQ2 ’24Q3 ’24: $1MQ3 ’24Q4 ’24: $2MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202474.9K$2M+1.23%
Q3 202461.1K$1M+0.35%
Q2 202461.9K$1M+0.36%
Q1 202449.9K$1M+0.31%
Q4 202336.0K$745,000+0.24%
Q3 202310.0K$174,200+0.06%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Householder Group Estate & Retirement Specialist, LLC’s full portfolio or all institutional holders of WTAI.