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Wisdomtree Tr shares owned by Evermay Wealth Management

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

Historical chart of Evermay Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Evermay Wealth Management

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

More positions owned by Evermay Wealth Management

Spdr Series Trust St Inter Etf (SPTI)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
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Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p Mcp Etf (IJH)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Series Trust St Str P500etf (SPYM)
Spdr Series Trust St Str P400mid (SPMD)
Spdr Series Trust ST STR SP600 SML (SPSM)
Apple (AAPL)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Ishares Core Msci Emkt (IEMG)
Amazon (AMZN)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Evermay Wealth Management

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