Wisdomtree Tr cmn shares owned by Amplius Wealth Advisors
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Amplius Wealth Advisors
from 13F filings
Historical chart of Amplius Wealth Advisors investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by Amplius Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr cmn by Amplius Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-03-31 | $223k | 7.6k | 29.45 |
2023-12-31 | $228k | 7.9k | 28.88 |
2023-09-30 | $305k | 11k | 26.67 |
2023-06-30 | $568k | 20k | 27.95 |
2023-03-31 | $1.3M | 45k | 27.84 |
2022-12-31 | $1.3M | 49k | 26.68 |
2022-09-30 | $17M | 706k | 24.62 |
2022-06-30 | $1.8M | 63k | 28.67 |
2022-03-31 | $6.8M | 208k | 32.66 |
2021-12-31 | $7.6M | 205k | 36.85 |