Wisdomtree Tr cmn shares owned by Beaumont Financial Advisors
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Beaumont Financial Advisors
from 13F filings
Historical chart of Beaumont Financial Advisors investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by Beaumont Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 33k | 37.94 |
| 2025-06-30 | $1.2M | 34k | 34.48 |
| 2025-03-31 | $1.1M | 35k | 30.87 |
| 2024-12-31 | $477k | 16k | 30.48 |
| 2024-09-30 | $517k | 16k | 33.03 |
| 2024-06-30 | $480k | 16k | 30.63 |
| 2024-03-31 | $461k | 16k | 29.46 |
| 2023-12-31 | $452k | 16k | 28.88 |
| 2023-09-30 | $458k | 17k | 26.67 |
| 2023-06-30 | $780k | 28k | 27.95 |
| 2023-03-31 | $774k | 28k | 27.84 |
| 2022-12-31 | $458k | 17k | 26.68 |
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