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Wisdomtree Tr shares owned by Coastal Capital Group

Quarter-by-quarter ownership of Wisdomtree Tr (GCC) shares owned by Coastal Capital Group from 13F filings

Historical chart of Coastal Capital Group investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Coastal Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $68k 4.0k 17.06
2023-03-31 $71k 4.0k 17.87
2021-03-31 $45k 2.2k 20.21

More positions owned by Coastal Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Coastal Capital Group

Top funds holding Wisdomtree Tr

Royal Bank of Canada
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Townsquare Capital
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Cambridge Investment Research Advisors
Private Advisor
Wayfinding Financial
Empirical Asset Management
Team Financial Group
LPL Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Thrivent Financial for Lutherans
Beacon Pointe Advisors

View all funds holding Wisdomtree Tr