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 Excel
Quarterly reported holdings in Wisdomtree Tr by GoalVest Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $48k | 2.2k | 21.39 |
| 2025-06-30 | $45k | 2.2k | 19.89 |
| 2025-03-31 | $44k | 2.2k | 19.61 |
| 2024-12-31 | $42k | 2.2k | 18.82 |
| 2024-09-30 | $43k | 2.2k | 19.10 |
| 2024-06-30 | $42k | 2.2k | 18.90 |
| 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 |