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Wisdomtree Tr shares owned by Spinnaker Investment Group

Quarter-by-quarter ownership of Wisdomtree Tr (GDE) shares owned by Spinnaker Investment Group from 13F filings

Historical chart of Spinnaker Investment Group investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Spinnaker Investment Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Spinnaker Investment Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.7M 27k 61.62
2025-09-30 $1.3M 22k 57.41

More positions owned by Spinnaker Investment Group

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ssga Active Tr State Street Dou (STOT)
Microsoft Corporation (MSFT)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Apple (AAPL)
Broadcom (AVGO)
RBB Us Treas 3 Mnth (TBIL)
RBB Us Trsry 6 Mnth (XBIL)

View all positions for Spinnaker Investment Group

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