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Wisdomtree Tr shares owned by Navis Wealth Advisors

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

Historical chart of Navis Wealth Advisors investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Navis Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $249k 12k 21.15
2021-06-30 $317k 14k 22.13

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View all positions for Navis Wealth Advisors

Top funds holding Wisdomtree Tr

Warren Street Wealth Advisors
Royal Bank of Canada
Wells Fargo & Company
Leo Wealth
Wright Wealth
LPL Financial
Kestra Advisory Services
Team Financial Group
Wayfinding Financial
Cambridge Investment Research Advisors
NerdWallet Wealth Partners
Flow Traders US
Global Wealth Management Investment Advisory
Wiley Bros.-aintree Capital
Advisor Group Holdings

View all funds holding Wisdomtree Tr