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Wisdomtree Tr shares owned by AE Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (GCC) shares owned by AE Wealth Management from 13F filings

Historical chart of AE Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by AE Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $941 44 21.39
2023-09-30 $2.3M 129k 18.02
2023-06-30 $2.2M 126k 17.06
2023-03-31 $2.1M 117k 17.87
2022-12-31 $1.7M 91k 18.22
2022-09-30 $1.7M 81k 21.32
2022-06-30 $2.1M 91k 23.46
2022-03-31 $1.4M 56k 25.27
2021-12-31 $442k 21k 20.82
2021-09-30 $453k 20k 22.30
2021-06-30 $1.0M 47k 22.14
2021-03-31 $381k 19k 20.06