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Wisdomtree Tr shares owned by ValMark Advisers

Quarter-by-quarter ownership of Wisdomtree Tr (GTR) shares owned by ValMark Advisers from 13F filings

Historical chart of ValMark Advisers investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by ValMark Advisers

Quarter filed Position value Share count Share price at filing
2025-09-30 $57M 2.2M 25.81
2025-06-30 $53M 2.2M 24.47
2025-03-31 $49M 2.1M 23.15
2024-12-31 $56M 2.4M 23.66
2024-09-30 $61M 2.4M 24.72
2024-06-30 $61M 2.5M 24.00
2024-03-31 $61M 2.6M 23.56
2023-12-31 $62M 2.7M 22.97
2023-09-30 $59M 2.7M 21.46
2023-06-30 $62M 2.8M 22.44
2023-03-31 $59M 2.8M 21.48
2022-12-31 $52M 2.5M 21.03
2022-09-30 $50M 2.3M 21.20
2022-06-30 $40M 1.8M 21.86
2022-03-31 $32M 1.3M 24.55
2021-12-31 $7.2M 275k 26.11

More positions owned by ValMark Advisers

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Portfolio S&p400 (SPMD)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust Portfolio Short (SPSB)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dbx Etf Tr Xtrack Usd High (HYLB)
Flexshares Tr Mornstar Upstr (GUNR)
Ishares Tr Global Reit Etf (REET)
Ishares Tr Usd Inv Grde Etf (USIG)

View all positions for ValMark Advisers

Top funds holding Wisdomtree Tr

ValMark Advisers
Old Mission Capital
UBS Group

View all funds holding Wisdomtree Tr