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Wisdomtree Tr shares owned by Merit Financial Group

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

Historical chart of Merit Financial Group investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Merit Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 10k 21.39
2025-06-30 $202k 10k 19.89
2023-12-31 $4.2M 248k 16.93
2023-09-30 $426k 24k 18.02
2023-06-30 $434k 25k 17.06

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Microsoft Corporation (MSFT)
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Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for Merit Financial Group

Top funds holding Wisdomtree Tr

Royal Bank of Canada
Warren Street Wealth Advisors
Wells Fargo & Company
Morgan Stanley
Leo Wealth
Kestra Advisory Services
Team Financial Group
von Borstel & Associates
Wayfinding Financial
LPL Financial
Cambridge Investment Research Advisors
Advisor Group Holdings
Empirical Asset Management
Future You Wealth
Flow Traders US

View all funds holding Wisdomtree Tr