Worth Asset Management »

Wisdomtree Tr shares owned by Worth Asset Management

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

Historical chart of Worth Asset Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by Worth Asset Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $638k 17k 38.77
2024-06-30 $468k 14k 33.82

More positions owned by Worth Asset Management

Vanguard Value Etf Etf (VTV)
Ishares 7-10 Year Treasury Bond Etf Etf (IEF)
Spdr Dow Jones Industrial Average Etf Trust Etf (DIA)
Ishares 20 Year Treasury Bond Etf Etf (TLT)
Spdr Bloomberg 1-3 Month T-bill Etf Etf (BIL)
Spdr Portfolio S&p 500 Etf Etf (SPLG)
Ishares 0-3 Month Treasury Bond Etf Etf (SGOV)
Apple Stock (AAPL)
Neos Enhanced Income 1-3 Month T-bill Etf Etf (CSHI)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Total Bond Market Etf Etf (BND)
Consumer Staples Select Sector Spdr Fund Etf (XLP)
Invesco Nasdaq 100 Etf Etf (QQQM)
Broadcom Stock (AVGO)
3M Stock (MMM)

View all positions for Worth Asset Management

Top funds holding Wisdomtree Tr

Wealthcare Advisory Partners
Jane Street
Susquehanna International
Worth Asset Management
Royal Bank of Canada
Integrated Wealth Concepts
Advisor Group Holdings
Morgan Stanley

View all funds holding Wisdomtree Tr