Mission Wealth Management »

Wisdomtree Tr shares owned by Mission Wealth Management

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

Historical chart of Mission Wealth Management investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Mission Wealth Management 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 Mission Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 90k 23.94

More positions owned by Mission Wealth Management

Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Apple (AAPL)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Ishares Tr Rus 1000 Grw Etf (IWF)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Mission Wealth Management

Top funds holding Wisdomtree Tr

Morgan Stanley
Wells Fargo & Company
Royal Bank of Canada
Warren Street Wealth Advisors
Leo Wealth
Wright Wealth
Kestra Advisory Services
LPL Financial
Team Financial Group
Wayfinding Financial
Mission Wealth Management
Cambridge Investment Research Advisors
Cetera Investment Advisers
Gateway Wealth Partners
Kestra Private Wealth Services

View all funds holding Wisdomtree Tr