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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

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Quarterly 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

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Visa Inc Com Cl A Stock (V)

View all positions for GoalVest Advisory

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