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Wisdomtree Tr shares owned by Willow Financial

Quarter-by-quarter ownership of Wisdomtree Tr (WTBN) shares owned by Willow Financial from 13F filings

Historical chart of Willow Financial investment in Wisdomtree Tr

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

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Quarterly reported holdings in Wisdomtree Tr by Willow Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.0M 239k 25.30
2025-12-31 $6.2M 244k 25.46

More positions owned by Willow Financial

Federated Hermes Etf Trust Us Strategic Div (FDV)
Tidal Trust I Fundstrat Granny (GRNY)
Wedbush Ser Tr Dan Ives Wedbush (IVES)
Thornburg Etf Tr Core Plus Bd Etf (TPLS)
Touchstone Etf Trust Strategic Income (SIO)
Wisdomtree Tr Bianco Totl Retu (WTBN)
Bondbloxx Etf Trust Bbb Rated 1 5 Ye (BBBS)
John Hancock Exchange Traded Disciplined Val (JDVI)
Davis Fundamental Etf Tr Select Finl (DFNL)
Tema Etf Trust Oncology Etf (CANC)
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Tema Etf Trust Electrification (VOLT)
Wal-Mart Stores (WMT)
Alps Etf Tr Oshares Us Smlcp (OUSM)

View all positions for Willow Financial

Top funds holding Wisdomtree Tr

Thrivent Financial for Lutherans
Wiley Bros.-aintree Capital
Envestnet Asset Management
Willow Financial
Park Edge Advisors
Sanchez Wealth Management Group
Lionsbridge Wealth Management
Hilltop National Bank
Steward Partners Investment Advisory
Jane Street
Raymond James Financial
Sound Income Strategies

View all funds holding Wisdomtree Tr