13F

Stock

Wisdomtree Tr

Ticker not mapped · held by 2 managers

Reported value

$1.42M

Holders

2

+0 new · −0 exited

Holders’ est. mark

$113.5K

Price effect on 2 books still in the name

Largest holder

$862K

INDEPENDENT FINANCIAL GROUP, LLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
INDEPENDENT FINANCIAL GROUP, LLC18.6K$862K$67.2KAdded$125.5K
Sanctuary Advisors, LLC12K$554.1K$46.3KAdded$36.4K

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.