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Wisdomtree Tr................... wsdm emktbd shares owned by Schwallier Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr................... wsdm emktbd (EMCB) shares owned by Schwallier Wealth Management from 13F filings

Historical chart of Schwallier Wealth Management investment in Wisdomtree Tr................... wsdm emktbd

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All positions including Wisdomtree Tr................... wsdm emktbd held by Schwallier Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr................... wsdm emktbd by Schwallier Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $1.6M 25k 65.51

More positions owned by Schwallier Wealth Management

Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Spdr Index Shs Fds State Street Spd (SPDW)
Spdr Series Trust State Street Spd (SPTL)
Schwab Strategic Tr Mortgage Backed (SMBS)
Dimensional Etf Trust Dimensional Inte (DFGX)
J P Morgan Exchange Traded F Small & Mid Cap (JMEE)
Spdr Index Shs Fds State Street Spd (SPEM)
Pimco Etf Tr Multisector Bd (PYLD)
Fidelity Merrimack Str Tr Low Durtin Etf (FLDR)
Spdr Series Trust State Street Spd (SPYM)
Wisdomtree Tr Wsdm Emktbd Fd (EMCB)

View all positions for Schwallier Wealth Management

Top funds holding Wisdomtree Tr................... wsdm emktbd

LPL Financial
Integrated Wealth Concepts
Occidental Asset Management
UBS Group
Anderson Financial Strategies
Kestra Advisory Services
Jane Street
Schwallier Wealth Management
Moody National Bank Trust Division
AE Wealth Management
Flow Traders US
Rockefeller Capital Management
VestGen Advisors
CFG Asset Management
Susquehanna International

View all funds holding Wisdomtree Tr................... wsdm emktbd