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Wisdomtree Tr shares owned by Optima Capital

Quarter-by-quarter ownership of Wisdomtree Tr (GDMN) shares owned by Optima Capital from 13F filings

Historical chart of Optima Capital investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Optima Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Optima Capital

Quarter filed Position value Share count Share price at filing
2025-12-31 $740k 8.0k 93.02

More positions owned by Optima Capital

Spdr Series Trust State Street Spd (SPLG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Total Stk Mkt (VTI)
J P Morgan Exchange Traded F Income Etf (JPIE)
Doubleline Etf Trust Opportunistic Co (DBND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
Ishares Tr Core Msci Eafe (IEFA)
Cambria Etf Tr Global Value Etf (GVAL)
Wisdomtree Tr Yield Enhancd Us (AGGY)
Ishares Tr Msci Usa Quality (GARP)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Specialized Funds Div App Etf (VIG)
Wisdomtree Tr Wisdomtree Us Va (WTV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Optima Capital

Top funds holding Wisdomtree Tr

3EDGE Asset Management
Bluesphere Advisors
Cambridge Investment Research Advisors
Gts Securities
Fermata Advisors
Royal Bank of Canada
Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors
LPL Financial
Highland Capital Management
Tcfg Wealth Management
Kestra Advisory Services
Advisory Alpha
Optima Capital
Cetera Investment Advisers
CMC Financial Group

View all funds holding Wisdomtree Tr