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Wisdomtree Tr shares owned by Goldenstone Wealth Management

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

Historical chart of Goldenstone Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Goldenstone Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $431k 13k 32.43

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View all positions for Goldenstone Wealth Management

Top funds holding Wisdomtree Tr

Legacy Financial Advisors
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Citadel Advisors
LPL Financial
Noble Wealth Management PBC
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Cambridge Investment Research Advisors
Creative Planning
Kestra Advisory Services
Cetera Investment Advisers
Sanctuary Advisors
Goldenstone Wealth Management

View all funds holding Wisdomtree Tr