Wisdomtree Tr cmn shares owned by Axxcess Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Axxcess Wealth Management
from 13F filings
Historical chart of Axxcess Wealth Management investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by Axxcess Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr cmn by Axxcess Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $549k | 15k | 37.94 |
| 2025-06-30 | $541k | 16k | 34.48 |
| 2025-03-31 | $495k | 16k | 30.87 |
| 2024-03-31 | $204k | 6.9k | 29.46 |
| 2023-12-31 | $211k | 7.3k | 28.88 |
| 2023-09-30 | $237k | 8.9k | 26.67 |
| 2023-06-30 | $233k | 8.3k | 27.95 |
| 2023-03-31 | $224k | 8.0k | 27.84 |