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Wisdomtree Tr shares owned by Advyzon Investment Management

Quarter-by-quarter ownership of Wisdomtree Tr (GDMN) shares owned by Advyzon Investment Management from 13F filings

Historical chart of Advyzon Investment Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Advyzon Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $502k 5.4k 93.02

More positions owned by Advyzon Investment Management

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Graniteshares Gold Tr Shs Ben Int (BAR)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Mid Cap Etf (VO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Wisdomtree Tr Blmbg Us Bull (USDU)
Broadcom (AVGO)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Advyzon Investment Management

Top funds holding Wisdomtree Tr

Cambridge Investment Research Advisors
Raymond James Financial
Fermata Advisors
Royal Bank of Canada
Prospera Financial Services
Bluesphere Advisors
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
LPL Financial
Advisory Alpha
Cetera Investment Advisers
Tcfg Wealth Management
Optima Capital
Founders Financial Securities
CMC Financial Group
Astoria Portfolio Advisors

View all funds holding Wisdomtree Tr