Pinnacle Private Wealth »

Wisdomtree Tr shares owned by Pinnacle Private Wealth

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

Historical chart of Pinnacle Private Wealth investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr held by Pinnacle Private Wealth 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 Pinnacle Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $1.4M 59k 23.46
2022-03-31 $1.5M 58k 25.26
2021-12-31 $1.2M 58k 20.82

More positions owned by Pinnacle Private Wealth

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Home Depot (HD)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr Core Div Grwth (DGRO)
Procter & Gamble Company (PG)
Tesla Motors (TSLA)
Ishares U S Etf Tr Blackrock St Mat (NEAR)
Ishares Tr Core High Dv Etf (HDV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr U.s. Tech Etf (IYW)
Chevron Corporation (CVX)

View all positions for Pinnacle Private Wealth

Top funds holding Wisdomtree Tr

Royal Bank of Canada
Warren Street Wealth Advisors
Wells Fargo & Company
Townsquare Capital
Leo Wealth
Cambridge Investment Research Advisors
Private Advisor
Wayfinding Financial
Empirical Asset Management
Team Financial Group
LPL Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Thrivent Financial for Lutherans
Beacon Pointe Advisors

View all funds holding Wisdomtree Tr