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Wisdomtree Tr shares owned by SFG Wealth Management

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

Historical chart of SFG Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by SFG Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 34k 57.41
2025-03-31 $740k 18k 41.05

More positions owned by SFG Wealth Management

Spdr S&p 500 Etf Tr Tr Unit (SPY)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Spdr Series Trust S&P 400 MDCP GRW (MDYG)
Spdr Series Trust Portfoli S&p1500 (SPTM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vaneck Merk Gold Etf Gold Shs (OUNZ)
Simplify Exchange Traded Fun Simplify Us Eqt (SPBC)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Goldman Sachs Etf Tr Ultra Short Bond (GSST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Series Trust Nyse Tech Etf (XNTK)
Ishares Tr Core S&p Ttl Stk (ITOT)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Apple (AAPL)
The Alger Etf Trust Ai Enablers Adop (ALAI)

View all positions for SFG Wealth Management

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