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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

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Beaumont Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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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
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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View all positions for Beaumont Financial Advisors

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
ValMark Advisers
Bank of America Corporation
UBS Group
Meitav Dash Investments
Advisor Group Holdings
ESL Trust Services
Charles Schwab Investment Management
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Legacy Financial Group
Jpmorgan Chase & Co
Stifel Financial
Elwood & Goetz Wealth Advisory Group
Warren Street Wealth Advisors
Howard Financial Services

View all funds holding Wisdomtree Tr cmn