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WisdomTree Total Earnings Fund shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of WisdomTree Total Earnings Fund shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in WisdomTree Total Earnings Fund

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Total Earnings Fund held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Total Earnings Fund by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $501k 10k 49.14
2023-09-30 $448k 10k 44.12
2023-06-30 $465k 10k 45.97
2023-03-31 $434k 10k 43.06
2022-12-31 $413k 10k 41.12

More positions owned by Great Valley Advisor Group

Vanguard Scottsdale Fds Int-term Corp (VCIT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio S&p500 (SPLG)
American Centy Etf Tr Us Quality Grow (QGRO)
Amazon (AMZN)
Wisdomtree Tr Us Largecap Divd (DLN)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Ishares Tr Msci Acwi Etf (ACWI)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
World Gold Tr Spdr Gld Minis (GLDM)

View all positions for Great Valley Advisor Group

Top funds holding WisdomTree Total Earnings Fund

Frank. Day
Citadel Advisors
My Legacy Advisors
Retirement Capital Strategies
Bank of America Corporation
UBS Group
Steward Partners Investment Advisory
ICA Group Wealth Management
Tyler-Stone Wealth Management
Bartlett & Co.
IFP Advisors
Tidemark

View all funds holding WisdomTree Total Earnings Fund