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Wisdomtree Tr shares owned by Park Edge Advisors

Quarter-by-quarter ownership of Wisdomtree Tr (WTBN) shares owned by Park Edge Advisors from 13F filings

Historical chart of Park Edge Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Park Edge Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Park Edge Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.4M 170k 25.67
2025-06-30 $4.0M 157k 25.45
2025-03-31 $3.5M 139k 25.25
2024-12-31 $3.2M 127k 24.82
2024-09-30 $1.6M 63k 25.71

More positions owned by Park Edge Advisors

Lincoln Electric Holdings (LECO)
Simplify Exchange Traded Fun High Yield Etf (CDX)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Invesco Exch Traded Fd Tr Ii Intl Buyback (IPKW)
Spdr Gold Tr Gold Shs (GLD)
Simplify Exchange Traded Fun Short Term Trea (TUA)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Simplify Exchange Traded Fun Aggregate Bond E (AGGH)
Simplify Exchange Traded Fun Mbs Etf (MTBA)
Simplify Exchange Traded Fun Treasury Opt Inc (BUCK)
Ishares Gold Tr Ishares New (IAU)
Microsoft Corporation (MSFT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Wisdomtree Tr Bianco Totl Retu (WTBN)

View all positions for Park Edge Advisors

Top funds holding Wisdomtree Tr

Thrivent Financial for Lutherans
Wiley Bros.-aintree Capital
Envestnet Asset Management
Park Edge Advisors
Lionsbridge Wealth Management
Steward Partners Investment Advisory
Raymond James Financial
Jpmorgan Chase & Co
FMR
Sound Income Strategies

View all funds holding Wisdomtree Tr