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Wisdomtree Tr shares owned by Magnolia Private Wealth

Quarter-by-quarter ownership of Wisdomtree Tr (GDE) shares owned by Magnolia Private Wealth from 13F filings

Historical chart of Magnolia Private Wealth investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Magnolia Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Magnolia Private Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 115k 49.70
2025-06-30 $4.3M 91k 47.16
2025-03-31 $2.5M 204k 12.24

More positions owned by Magnolia Private Wealth

Avantis U.s. Equity Etf Etf (AVUS)
Avantis International Equity Etf Etf (AVDE)
Janus Henderson Aaa Clo Etf Etf (JAAA)
Simplify Short Term Treasury Futures Strategy Etf Etf (TUA)
Wisdomtree Efficient Gold Plus Equity Strategy Fund Etf (GDE)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Avantis Emerging Markets Equity Etf Etf (AVEM)
Apple Stock (AAPL)
Simplify Intermediate Term Treasury Futures Strategy Etf Etf (TYA)
Microsoft Corp Stock (MSFT)
Avantis All Equity Markets Etf Etf (AVGE)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Dimensional International Core Equity Market Etf Etf (DFAI)
Return Stacked U.s. Stocks & Managed Futures Etf Etf (RSST)
Ishares Core S&p 500 Etf Etf (IVV)

View all positions for Magnolia Private Wealth

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