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Wisdomtree Tr shares owned by Optivise Advisory Services

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

Historical chart of Optivise Advisory Services investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $445k 7.2k 61.62
2025-09-30 $359k 6.3k 57.41

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Ishares Tr TRS FLT RT BD (TFLO)
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Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares U S Etf Tr Short Duration B (NEAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Microsoft Corporation (MSFT)
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Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
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Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Value (VLUE)

View all positions for Optivise Advisory Services

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