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
Download as csvQuarterly 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 |