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Wisdomtree Tr shares owned by NerdWallet Wealth Partners

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

Historical chart of NerdWallet Wealth Partners investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by NerdWallet Wealth Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.4M 68k 21.11

More positions owned by NerdWallet Wealth Partners

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Wisdomtree Tr Us Largecap Divd (DLN)
Ishares Tr Trust Ishare 0-1 (SHV)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Capital Grp Fixed Incm Etf T Core Bond Etf (CGCB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Series Trust State Street Spd (SPYX)
Apple (AAPL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Microsoft Corporation (MSFT)

View all positions for NerdWallet Wealth Partners

Top funds holding Wisdomtree Tr

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

View all funds holding Wisdomtree Tr