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Wisdomtree Tr dynamic int eq shares owned by Medallion Wealth Advisors

Quarter-by-quarter ownership of Wisdomtree Tr dynamic int eq (DDLS) shares owned by Medallion Wealth Advisors from 13F filings

Historical chart of Medallion Wealth Advisors investment in Wisdomtree Tr dynamic int eq

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr dynamic int eq held by Medallion Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr dynamic int eq by Medallion Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $38k 875 43.46
2025-12-31 $38k 875 42.98
2025-09-30 $37k 875 41.94
2025-06-30 $35k 875 39.51
2025-03-31 $31k 875 35.51
2024-12-31 $31k 875 34.98

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View all positions for Medallion Wealth Advisors

Top funds holding Wisdomtree Tr dynamic int eq

AE Wealth Management
Stonebridge Wealth Management
Kestra Private Wealth Services
Cetera Investment Advisers
Berkeley
Flow Traders US
High Note Wealth
Lido Advisors
Cambridge Investment Research Advisors
LPL Financial
Jane Street
Camden Capital
JT Stratford
United Advisor Group
Tounjian Advisory Partners

View all funds holding Wisdomtree Tr dynamic int eq