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Wisdomtree Tr shares owned by Sigma Planning

Quarter-by-quarter ownership of Wisdomtree Tr (GCC) shares owned by Sigma Planning from 13F filings

Historical chart of Sigma Planning investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Sigma Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Sigma Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $263k 14k 18.43
2022-09-30 $282k 13k 21.30
2022-06-30 $329k 14k 23.49
2022-03-31 $354k 14k 25.24
2021-12-31 $292k 14k 20.80

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View all positions for Sigma Planning

Top funds holding Wisdomtree Tr

Royal Bank of Canada
Morgan Stanley
Warren Street Wealth Advisors
Leo Wealth
Cambridge Investment Research Advisors
Wells Fargo & Company
Wayfinding Financial
Team Financial Group
Empirical Asset Management
Envestnet Asset Management
LPL Financial
Jane Street
Klr Investment Advisors
Raymond James Financial Services Advisors
National Asset Management

View all funds holding Wisdomtree Tr