Wisdomtree Tr cmn shares owned by Beacon Financial
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Beacon Financial
from 13F filings
Historical chart of Beacon Financial investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by Beacon Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $2.0M | 70k | 28.88 |
| 2022-03-31 | $1.1M | 32k | 32.85 |
| 2021-12-31 | $1.4M | 37k | 37.01 |
| 2021-09-30 | $1.4M | 39k | 37.02 |
| 2021-06-30 | $1.6M | 41k | 40.26 |
| 2021-03-31 | $392k | 7.1k | 55.54 |
| 2020-12-31 | $392k | 7.1k | 55.54 |