Wisdomtree Tr cmn shares owned by AE Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by AE Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr cmn by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $282k | 7.4k | 37.94 |
| 2025-06-30 | $259k | 7.5k | 34.48 |
| 2025-03-31 | $200k | 6.5k | 30.87 |
| 2024-12-31 | $262k | 8.6k | 30.48 |
| 2024-09-30 | $262k | 7.9k | 33.03 |
| 2024-03-31 | $224k | 7.6k | 29.46 |
| 2023-12-31 | $7.6M | 273k | 27.74 |
| 2023-09-30 | $8.4M | 314k | 26.67 |
| 2023-06-30 | $8.5M | 304k | 27.95 |
| 2023-03-31 | $8.4M | 303k | 27.84 |
| 2022-12-31 | $5.7M | 214k | 26.68 |
| 2022-09-30 | $6.4M | 261k | 24.62 |
| 2022-06-30 | $6.4M | 225k | 28.68 |
| 2022-03-31 | $9.1M | 279k | 32.66 |
| 2021-12-31 | $6.7M | 183k | 36.85 |
| 2021-09-30 | $14M | 386k | 37.32 |
| 2021-06-30 | $18M | 424k | 42.07 |
| 2021-03-31 | $14M | 337k | 40.69 |
| 2020-12-31 | $14M | 363k | 39.67 |
| 2020-09-30 | $625k | 19k | 33.67 |
| 2020-06-30 | $2.5M | 85k | 29.91 |
| 2019-09-30 | $296k | 11k | 27.64 |