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Wisdomtree Tr shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of Wisdomtree Tr (QGRW) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Gladstone Institutional Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 22k 57.36
2025-06-30 $915k 17k 52.55
2025-03-31 $689k 16k 43.90

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Amazon (AMZN)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Wisdomtree Tr Floatng Rat Trea (USFR)
Purecycle Technologies (PCT)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)

View all positions for Gladstone Institutional Advisory

Top funds holding Wisdomtree Tr

Retirement Planning Group
Smith Anglin Financial
HighTower Advisors
Trust Point
LPL Financial
Morgan Stanley
RVW Wealth
Private Advisor
Prestige Wealth Management Group
Columbia Advisory Partners
Legacy Financial Advisors
Ritter Daniher Financial Advisory LLC / DE
GPS Wealth Strategies Group
Insight Advisors, LLC/ PA
Northwestern Mutual Wealth Management Company

View all funds holding Wisdomtree Tr