Merit Financial Group »

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr by Merit Financial Group

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

More positions owned by Merit Financial Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
United Parcel Service CL B (UPS)
Spdr Ser Tr Portfli Intrmdit (SPTI)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio S&p600 (SPSM)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Usd Inv Grde Etf (USIG)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Microsoft Corporation (MSFT)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Merit Financial Group

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