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Wisdomtree Tr cmn shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by OMNI 360 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $321k 11k 29.46
2023-12-31 $329k 11k 28.88

More positions owned by OMNI 360 Wealth

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Rus 1000 Grw Etf (IWF)
Ishares Tr Core Msci Intl (IDEV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Internatnal Val (DFIV)
Apple (AAPL)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Eafe Value Etf (EFV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)

View all positions for OMNI 360 Wealth

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
Bank of America Corporation
Clal Insurance Enterprises Holdings
UBS Group
ValMark Advisers
Meitav Dash Investments
Advisor Group Holdings
ESL Trust Services
Charles Schwab Investment Management
Susquehanna International
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Legacy Financial Group
Jpmorgan Chase & Co
Stifel Financial
Elwood & Goetz Wealth Advisory Group

View all funds holding Wisdomtree Tr cmn