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Wisdomtree Tr shares owned by Newport Wealth Strategies

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

Historical chart of Newport Wealth Strategies investment in Wisdomtree Tr

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr by Newport Wealth Strategies

Quarter filed Position value Share count Share price at filing
2021-09-30 $4.0M 180k 22.30
2021-06-30 $3.4M 154k 22.15
2021-03-31 $1.8M 91k 20.06

More positions owned by Newport Wealth Strategies

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Vanguard Index Fds Growth Etf (VUG)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Spdr Gold Tr Gold Shs (GLD)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Flexshares Tr Ready Acc Vari (RAVI)
Wisdomtree Tr Enhanced Cmdty (GCC)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)

View all positions for Newport Wealth Strategies

Top funds holding Wisdomtree Tr

Royal Bank of Canada
Morgan Stanley
Warren Street Wealth Advisors
Leo Wealth
Cambridge Investment Research Advisors
Wells Fargo & Company
Wayfinding Financial
Team Financial Group
Empirical Asset Management
Envestnet Asset Management
LPL Financial
Jane Street
Klr Investment Advisors
Raymond James Financial Services Advisors
National Asset Management

View all funds holding Wisdomtree Tr