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Wisdomtree Tr shares owned by Capital Advisors

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

Historical chart of Capital Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Capital Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $353k 11k 30.98

More positions owned by Capital Advisors

State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Val Etf (IWD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Series Trust State Street Spd (SDY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds Large Cap Etf (VV)

View all positions for Capital Advisors

Top funds holding Wisdomtree Tr

Marks Group Wealth Management
Security National Bank
Royal Bank of Canada
Jane Street
CI Private Wealth
Castle Rock Wealth Management
LPL Financial
Insigneo Advisory Services
Capital Advisors
Change Path
SFMG Wealth Advisors
Gts Securities
Citadel Advisors
Smartleaf Asset Management
Bank Of Montreal

View all funds holding Wisdomtree Tr