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Wisdomtree Tr shares owned by Security National Bank

Quarter-by-quarter ownership of Wisdomtree Tr (WDEF) shares owned by Security National Bank from 13F filings

Historical chart of Security National Bank investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Security National Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Security National Bank

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.3M 74k 30.94

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View all positions for Security National Bank

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