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Wisdomtree Tr shares owned by Leo Wealth

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

Historical chart of Leo Wealth investment in Wisdomtree Tr

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

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Quarterly reported holdings in Wisdomtree Tr by Leo Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $7.5M 392k 19.10
2024-06-30 $7.2M 381k 18.93
2024-03-31 $6.8M 366k 18.48
2023-12-31 $6.0M 349k 17.34

More positions owned by Leo Wealth

Johnson & Johnson (JNJ)
Vanguard World Esg Us Stk Etf (ESGV)
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)
Vanguard World Esg Intl Stk Etf (VSGX)
Affirm Hldgs Com Cl A (AFRM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Apple (AAPL)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Amazon (AMZN)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Ishares U S Etf Tr Int Rt Hdg C B (LQDH)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Microsoft Corporation (MSFT)

View all positions for Leo Wealth

Top funds holding Wisdomtree Tr

Royal Bank of Canada
Morgan Stanley
Warren Street Wealth Advisors
Wells Fargo & Company
Townsquare Capital
Leo Wealth
Cambridge Investment Research Advisors
Private Advisor
Wayfinding Financial
Empirical Asset Management
LPL Financial
Team Financial Group
Envestnet Asset Management
Raymond James Financial Services Advisors
Thrivent Financial for Lutherans

View all funds holding Wisdomtree Tr