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Wisdomtree Tr shares owned by Change Path

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

Historical chart of Change Path investment in Wisdomtree Tr

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

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Quarterly reported holdings in Wisdomtree Tr by Change Path

Quarter filed Position value Share count Share price at filing
2026-03-31 $337k 11k 30.94

More positions owned by Change Path

Apple (AAPL)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Value Etf (VTV)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Growth Etf (VUG)
Pimco Etf Tr Active Bd Etf (BOND)
Advisorshares Tr Star Glob Buyw (VEGA)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Val Etf (IVE)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)

View all positions for Change Path

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