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Wisdomtree Tr shares owned by Continuum Advisory

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

Historical chart of Continuum Advisory investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Continuum Advisory

Quarter filed Position value Share count Share price at filing
2026-06-30 $27k 1.0k 27.19

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Capital Group Dividend Value Etf Etf (CGDV)
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View all positions for Continuum Advisory

Top funds holding Wisdomtree Tr

Marks Group Wealth Management
Raymond James Financial
LPL Financial
Royal Bank of Canada
Advisor Group Holdings
Security National Bank
Jane Street
CI Private Wealth
Susquehanna International
Citadel Advisors
Capital Advisors
Wealth Enhancement Advisory Services
Forthright Family Wealth Advisory
SFMG Wealth Advisors
Integrated Investment Consultants

View all funds holding Wisdomtree Tr