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Wisdomtree Tr fndmtl hgh yld shares owned by Caldwell Trust

Quarter-by-quarter ownership of Wisdomtree Tr fndmtl hgh yld (QHY) shares owned by Caldwell Trust from 13F filings

Historical chart of Caldwell Trust investment in Wisdomtree Tr fndmtl hgh yld

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr fndmtl hgh yld held by Caldwell Trust consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr fndmtl hgh yld by Caldwell Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $13k 269 46.55

More positions owned by Caldwell Trust

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
JPMorgan Chase & Co. (JPM)
Home Depot (HD)
Ishares Tr Core S&p500 Etf (IVV)
Eli Lilly & Co. (LLY)
Costco Wholesale Corporation (COST)
Blackrock (BLK)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Nextera Energy (NEE)
Mastercard Incorporated Cl A (MA)

View all positions for Caldwell Trust

Top funds holding Wisdomtree Tr fndmtl hgh yld

CWM
Cetera Investment Advisers
LPL Financial
Goldstone Financial Group
Morgan Stanley
Collaborative Wealth Managment
Private Advisor
Jane Street
Atria Investments
Howard Bailey Securities
Insight Advisors, LLC/ PA
Smartleaf Asset Management
Millington Financial Advisors
Defined Financial Planning
Barnes Wealth Management Group

View all funds holding Wisdomtree Tr fndmtl hgh yld