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Wisdomtree Tr shares owned by HB Wealth Management

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

Historical chart of HB Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by HB Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $468k 4.6k 101.18

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J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Apple Put Option (AAPL)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Spdr Series Trust State Street Spd (SPYG)
Home Depot (HD)
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Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for HB Wealth Management

Top funds holding Wisdomtree Tr

Jane Street
Prospera Financial Services
Raymond James Financial
HBW Advisory Services
Elequin Capital
Fermata Advisors
Cetera Investment Advisers
Cambridge Investment Research Advisors
Kestra Advisory Services
Bluesphere Advisors
Optima Capital
Astoria Portfolio Advisors
Founders Financial Securities
Susquehanna International
CMC Financial Group

View all funds holding Wisdomtree Tr