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Wisdomtree Tr shares owned by J.w. Cole Advisors

Quarter-by-quarter ownership of Wisdomtree Tr (GDE) shares owned by J.w. Cole Advisors from 13F filings

Historical chart of J.w. Cole Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by J.w. Cole Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by J.w. Cole Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $201k 3.3k 61.62

More positions owned by J.w. Cole Advisors

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NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Ishares Tr Core S&p500 Etf (IVV)
Exxon Mobil Corporation (XOM)
Ishares Tr Core Div Grwth (DGRO)
Alphabet Cap Stk Cl A (GOOGL)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr S&p 500 Grwt Etf (IVW)
JPMorgan Chase & Co. (JPM)

View all positions for J.w. Cole Advisors

Top funds holding Wisdomtree Tr

Mainstay Capital Management
Alpine Bank Wealth Management
Colony
CWM
Stapp Wealth Management, P
Wealthcare Advisory Partners
McGrath & Associates
Magnolia Private Wealth
Sanctuary Advisors
Triton Wealth Management, P
Howard Bailey Securities
Atria Investments
Cambridge Investment Research Advisors
PFG Financial Advisors
Ameriprise Financial

View all funds holding Wisdomtree Tr