Castle Rock Wealth Management »

Wisdomtree Tr shares owned by Castle Rock Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr (WDEF) shares owned by Castle Rock Wealth Management from 13F filings

Historical chart of Castle Rock Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Castle Rock Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by Castle Rock Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $791k 25k 32.27

More positions owned by Castle Rock Wealth Management

NVIDIA Corporation (NVDA)
Coca-Cola Company (KO)
Chevron Corporation (CVX)
Ishares Tr TRS FLT RT BD (TFLO)
Apple (AAPL)
Wisdomtree Tr Floatng Rat Trea (USFR)
Microsoft Corporation (MSFT)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Alphabet Cap Stk Cl C (GOOG)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Amazon (AMZN)
Ishares Tr Fltg Rate Nt Etf (FLOT)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Broadcom (AVGO)
JPMorgan Chase & Co. (JPM)

View all positions for Castle Rock Wealth Management

Top funds holding Wisdomtree Tr

Marks Group Wealth Management
CI Private Wealth
Castle Rock Wealth Management
Insight Advisors, LLC/ PA
Jane Street
SFMG Wealth Advisors
Gts Securities
Smartleaf Asset Management
Halbert Hargrove Global Advisors
National Bank Of Canada /fi/
Federation des caisses Desjardins du Quebec
Country Trust Bank
Pnc Financial Services
Hanson McClain Advisors
Hickory Point Bank & Trust

View all funds holding Wisdomtree Tr