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Wisdomtree Tr shares owned by McGrath & Associates

Quarter-by-quarter ownership of Wisdomtree Tr (GDE) shares owned by McGrath & Associates from 13F filings

Historical chart of McGrath & Associates investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by McGrath & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by McGrath & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $6.4M 111k 57.41
2025-06-30 $4.8M 102k 47.16
2025-03-31 $3.3M 80k 41.05

More positions owned by McGrath & Associates

Pimco Etf Tr Active Bd Etf (BOND)
Wisdomtree Tr Efficient Gld Pl (GDE)
Tidal Trust Ii Return Stacked U (RSSY)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Tidal Trust Ii Return Stckd Us (RSST)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Schwab Strategic Tr Fundamental Us S (FNDA)
Dimensional Etf Trust World Ex Us Core (DFAX)
Schwab Strategic Tr Fundamental Intl (FNDC)
Schwab Strategic Tr Fundamental Intl (FNDF)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Fundamental Emer (FNDE)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for McGrath & Associates

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