13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 3 managers

Reported value

$1.53M

Holders

3

+0 new · −0 exited

Holders’ est. mark

−$910

Price effect on 1 books still in the name

Largest holder

$1.27M

Causey Wealth LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
Causey Wealth LLC36.9K$1.27MHeld
National Philanthropic Trust6.5K$223.3K−$910Cut−$910
Medallion Wealth Advisors, LLC1.22K$42KHeld

Positions as of Q4 2024. 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.