Kelman-Lazarov »

Wisdomtree Tr shares owned by Kelman-Lazarov

Quarter-by-quarter ownership of Wisdomtree Tr (GDE) shares owned by Kelman-Lazarov from 13F filings

Historical chart of Kelman-Lazarov investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2025-12-31 $216k 3.5k 61.62
2025-09-30 $201k 3.5k 57.41

More positions owned by Kelman-Lazarov

Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr Series Trust State Street Spd (SPYM)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr Core S&p Scp Etf (IJR)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Mbs Etf (MBB)
Schwab Strategic Tr Fundamental Emer (FNDE)
Schwab Strategic Tr Fundamental Intl (FNDC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Goldman Sachs Etf Tr Activebeta Int (GSIE)

View all positions for Kelman-Lazarov

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