GCC — WISDOMTREE TR

Ownership history in Creekside Partners  ·  7 quarters on record

This page tracks every 13F SEC filing in which Creekside Partners reported a position in WISDOMTREE TR (GCC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.16% (2024 Q2)
Avg. % of fund
0.15%
First filed
2024 Q2
Last filed
2025 Q4
Quarters held
7
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 15,634 +213 +1.4% 0.14% $331K $21.15
2025 Q3 UNCHANGED 15,421 — 0% 0.15% $330K $20.02
2025 Q2 UNCHANGED 15,421 — 0% 0.15% $307K $18.62
2025 Q1 UNCHANGED 15,421 — 0% 0.16% $302K $18.36
2024 Q4 ADDED 15,421 +108 +0.7% 0.15% $290K $17.63
2024 Q3 UNCHANGED 15,313 — 0% 0.15% $292K $17.27
2024 Q2 INITIATED 15,313 — — 0.16% $289K —
% of Fund (quarterly)    GCC price (monthly, adj. close)

Other funds also holding GCC

As of 2025 Q4 — sorted by position size

Wright Wealth LLC 4.01% Warren Street Wealth Advisors, LLC 3Y 3.83% Team Financial Group, LLC 1.21% Wayfinding Financial, LLC 3Y 0.98% Leo Wealth, LLC 0.69% ROMAN BUTLER FULLERTON & CO 3Y 7Y 0.18% Empirical Asset Management, LLC 3Y 0.17% Global Wealth Management Investment Advisory, Inc. 3Y 7Y 0.14% Navis Wealth Advisors, LLC 3Y 0.11% Fermata Advisors, LLC 3Y 0.07%
← Back to Creekside Partners Holdings