13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 2 managers

Reported value

$5.93M

Holders

2

+0 new · −0 exited

Holders’ est. mark

$369.9K

Price effect on 2 books still in the name

Largest holder

$4.28M

RETIREMENT FINANCIAL SOLUTIONS, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
RETIREMENT FINANCIAL SOLUTIONS, LLC66.8K$4.28M$247.7KAdded$1.17M
Pine Valley Investments Ltd Liability Co25.8K$1.65M$122.2KCut−$91.1K

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.