Wisdomtree Tr shares owned by GoalVest Advisory
Quarter-by-quarter ownership of Wisdomtree Tr (GCC) shares owned by GoalVest Advisory
from 13F filings
Historical chart of GoalVest Advisory investment in Wisdomtree Tr
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr held by GoalVest Advisory consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr by GoalVest Advisory
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $41k | 2.2k | 18.43 |
2023-12-31 | $38k | 2.2k | 16.93 |
2023-09-30 | $47k | 2.6k | 18.02 |
2023-06-30 | $45k | 2.6k | 17.06 |