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Wisdomtree Tr em lcl debt shares owned by Drive Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr em lcl debt (ELD) shares owned by Drive Wealth Management from 13F filings

Historical chart of Drive Wealth Management investment in Wisdomtree Tr em lcl debt

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr em lcl debt held by Drive Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr em lcl debt by Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $241k 8.6k 28.07
2023-09-30 $297k 11k 26.26
2023-06-30 $386k 14k 27.58
2023-03-31 $400k 15k 27.07
2022-12-31 $390k 15k 25.83

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Ishares Tr Core S&p500 Etf (IVV)
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Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Short Treas Bd (SHV)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Vanguard Index Fds Mid Cap Etf (VO)
Fs Kkr Capital Corp (FSK)
Vanguard Index Fds Total Stk Mkt (VTI)
Ncino (NCNO)
Amazon (AMZN)

View all positions for Drive Wealth Management

Top funds holding Wisdomtree Tr em lcl debt

Vontobel Holding
Jane Street
Bank of America Corporation
Bridge Advisory
Wells Fargo & Company
AlphaQ Advisors
Ignite Planners
Redhawk Wealth Advisors
Elmwood Wealth Management
Goldman Sachs Group
Coldstream Capital Management
UBS Group
Royal Bank of Canada
Nbc Securities
Jpmorgan Chase & Co

View all funds holding Wisdomtree Tr em lcl debt