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Wisdomtree Tr shares owned by Charter Oak Capital Management

Quarter-by-quarter ownership of Wisdomtree Tr (GCC) shares owned by Charter Oak Capital Management from 13F filings

Historical chart of Charter Oak Capital Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Charter Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Charter Oak Capital Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $181k 11k 16.93
2023-09-30 $250k 14k 18.02
2023-06-30 $267k 16k 17.06
2023-03-31 $363k 20k 17.87
2021-12-31 $1.6M 78k 20.83

More positions owned by Charter Oak Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Tr Core Msci Total (IXUS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Apple (AAPL)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Msci Acwi Etf (ACWI)
Ishares Tr Msci Usa Esg Slc (SUSA)
Ishares Tr Msci Acwi Ex Us (ACWX)
Vanguard World Esg Intl Stk Etf (VSGX)

View all positions for Charter Oak Capital Management

Top funds holding Wisdomtree Tr

Royal Bank of Canada
Jane Street
Warren Street Wealth Advisors
Leo Wealth
Wells Fargo & Company
Cambridge Investment Research Advisors
Merit Financial Group
Team Financial Group
Wayfinding Financial
Bank Of Montreal
Avestar Capital
Empirical Asset Management
Private Advisor
National Asset Management
Kestra Private Wealth Services

View all funds holding Wisdomtree Tr