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WisdomTree Investments shares owned by CSM Advisors

Quarter-by-quarter ownership of WisdomTree Investments (WT) shares owned by CSM Advisors from 13F filings

Historical chart of CSM Advisors investment in WisdomTree Investments

Tip: Access up to 7 years of quarterly data

All positions including WisdomTree Investments held by CSM Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in WisdomTree Investments by CSM Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $7.0M 506k 13.90
2025-06-30 $6.0M 524k 11.51

More positions owned by CSM Advisors

Invesco Qqq Tr Qqq Trust Series 1 (QQQ)
Spdr S&p 500 Etf Tr Units Ser 1 S&p (SPY)
Vanguard Index Tr Growth (VUG)
Vanguard Index Tr Value (VTV)
Alphabet Class C (GOOG)
Jpmorgan Chase & Co Common (JPM)
Us Bancorp Del Common (USB)
Cummins Common (CMI)
Johnson & Johnson Common (JNJ)
North Sq Invstmnts T Dynamic Smcp I (ORSIX)
Hartford Insurance Common (HIG)
Ishares Msci Eurozone (EZU)
Chevron Corp Common (CVX)
Cisco Systems Common (CSCO)
Microsoft Corp Common (MSFT)

View all positions for CSM Advisors

Top funds holding WisdomTree Investments

BlackRock
FMR
Vanguard Group
Tudor Investment Corporation
Wellington Management Company
Azora Capital
State Street Corporation
Simcoe Capital Management
Dimensional Fund Advisors
Invesco
Macquarie Group
Arrowpoint Asset Management
Geode Capital Management
Massachusetts Financial Services
Millennium Management

View all funds holding WisdomTree Investments