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Wisdomtree Tr shares owned by LWM Advisory Services

Quarter-by-quarter ownership of Wisdomtree Tr (GDE) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by LWM Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 20k 57.41

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J P Morgan Exchange Traded F Municipal Etf (JMUB)
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Wisdomtree Tr Floatng Rat Trea (USFR)
NVIDIA Corporation (NVDA)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Yld Optim Bd (BYLD)
Ishares Tr Global 100 Etf (IOO)

View all positions for LWM Advisory Services

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