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Wisdomtree Tr shares owned by Team Financial Group

Quarter-by-quarter ownership of Wisdomtree Tr (GCC) shares owned by Team Financial Group from 13F filings

Historical chart of Team Financial Group investment in Wisdomtree Tr

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All positions including Wisdomtree Tr held by Team Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr by Team Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.0M 107k 19.10
2024-06-30 $2.0M 107k 18.90
2024-03-31 $2.0M 108k 18.43
2023-12-31 $3.6M 212k 16.93
2023-09-30 $4.2M 234k 18.02

More positions owned by Team Financial Group

Wisdomtree Us Quality Dividend Growth Fund Etf (DGRW)
Wisdomtree U.s. Largecap Fund Etf (EPS)
Wisdomtree Floating Rate Treasury Fund Etf (USFR)
Wisdomtree U.s. Multifactor Fund Etf (USMF)
Pgim Total Return Bond Etf Etf (PTRB)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)
Wisdomtree Us Value Fund Of Benef Interest Etf (WTV)
Pacer Us Cash Cows 100 Etf Etf (COWZ)
Pgim Short Duration Multi-sector Bond Etf Etf (PSDM)
Wisdomtree Us Smallcap Quality Dividend Growth Fund Etf (DGRS)
Wisdomtree U.s. Midcap Dividend Fund Etf (DON)
Spdr Gold Minishares Trust Etf (GLDM)
Pacer Us Large Cap Cash Cows Growth Leaders Etf Etf (COWG)
First Trust Smid Cap Rising Dividend Achievers Etf Etf (SDVY)
Wisdomtree Enhanced Commodity Stgy Etf (GCC)

View all positions for Team Financial Group

Top funds holding Wisdomtree Tr

Royal Bank of Canada
Morgan Stanley
Warren Street Wealth Advisors
Leo Wealth
Cambridge Investment Research Advisors
Wells Fargo & Company
Private Advisor
Wayfinding Financial
Empirical Asset Management
Team Financial Group
LPL Financial
Envestnet Asset Management
Raymond James Financial Services Advisors
Baldwin Brothers
Beacon Pointe Advisors

View all funds holding Wisdomtree Tr