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Wisdomtree Tr shares owned by Great Valley Advisor Group

Quarter-by-quarter ownership of Wisdomtree Tr (GDE) shares owned by Great Valley Advisor Group from 13F filings

Historical chart of Great Valley Advisor Group investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Great Valley Advisor Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Great Valley Advisor Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.0M 53k 57.41

More positions owned by Great Valley Advisor Group

NVIDIA Corporation (NVDA)
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Wisdomtree Tr Us Largecap Divd (DLN)
Pimco Etf Tr Active Bd Etf (BOND)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
World Gold Tr Spdr Gld Minis (GLDM)
Amazon (AMZN)
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Vanguard Wellington Us Momentum (VFMO)
Victory Portfolios Ii Vicshs Dv Ac Etf (VSDA)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Victory Portfolios Ii Shares Free Cash (VFLO)

View all positions for Great Valley Advisor Group

Top funds holding Wisdomtree Tr

Mainstay Capital Management
Alpine Bank Wealth Management
Colony
Churchill Management Corp.
LPL Financial
CWM
Wealthcare Advisory Partners
Stapp Wealth Management, P
Magnolia Private Wealth
McGrath & Associates
Howard Bailey Securities
Cambridge Investment Research Advisors
PFG Financial Advisors
Ameriprise Financial
Great Valley Advisor Group

View all funds holding Wisdomtree Tr