13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 4 managers

Reported value

$5.46M

Holders

4

+0 new · −0 exited

Holders’ est. mark

$606.3K

Price effect on 3 books still in the name

Largest holder

$4.33M

Causey Wealth LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Causey Wealth LLC78.4K$4.33M$543.3KCut−$440.4K
Sanctuary Advisors, LLC10.7K$592.9K$69.7KAdded$106.9K
NWAM LLC9.64K$529.4KHeld
BROADWATER CAPITAL MANAGEMENT LLC7.79K$7.79K−$6.67KAdded$977

Positions as of Q2 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.