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Wisdomtree Tr shares owned by Stapp Wealth Management, P

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

Historical chart of Stapp Wealth Management, P investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Stapp Wealth Management, P

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.9M 138k 57.41
2025-06-30 $6.5M 137k 47.16

More positions owned by Stapp Wealth Management, P

Global X Fds 1-3 Month T-bill (CLIP)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)
Wisdomtree Tr Efficient Gld Pl (GDE)
Ea Series Trust Militia Long/sho (ORR)
World Gold Tr Spdr Gld Minis (GLDM)
Tidal Trust Ii Blueprint Chesap (TFPN)
Simplify Exchange Traded Fun Intmd Term Trsry (TYA)
Select Sector Spdr Tr Communication (XLC)
Tidal Trust Ii Return Stckd Us (RSST)
Virtus Etf Tr Ii Newfleet Abs Mbs (VABS)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Doubleline Etf Trust Commercial Real (DCRE)
Select Sector Spdr Tr Financial (XLF)
Vanguard World Utilities Etf (VPU)
Etfs Gold Tr Physcl Gold Shs (SGOL)

View all positions for Stapp Wealth Management, P

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