Wisdomtree Tr shares owned by M Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr (GDE) shares owned by M Wealth Management
from 13F filings
Historical chart of M Wealth Management investment in Wisdomtree Tr
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr held by M Wealth Management consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wisdomtree Tr by M Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $853k | 15k | 57.41 |
| 2025-06-30 | $701k | 15k | 47.16 |
| 2025-03-31 | $610k | 15k | 41.05 |
| 2024-12-31 | $342k | 9.2k | 37.09 |