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Wisdomtree Tr cmn shares owned by Beckerman Institutional

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Beckerman Institutional from 13F filings

Historical chart of Beckerman Institutional investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Beckerman Institutional consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by Beckerman Institutional

Quarter filed Position value Share count Share price at filing
2024-12-31 $895k 29k 30.46
2024-09-30 $976k 30k 33.03

More positions owned by Beckerman Institutional

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Doubleline Etf Trust Opportunistic Bd (DBND)
Ishares Tr Core Msci Intl (IDEV)
Pimco Etf Tr Enhncd Lw Dur Ac (LDUR)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Alphabet Cap Stk Cl A (GOOGL)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Wisdomtree Tr Emg Mkts Smcap (DGS)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Beckerman Institutional

Top funds holding Wisdomtree Tr cmn

Morgan Stanley
Bank of America Corporation
Clal Insurance Enterprises Holdings
ValMark Advisers
UBS Group
LPL Financial
Resources Investment Advisors
Meitav Dash Investments
ESL Trust Services
Advisor Group Holdings
Charles Schwab Investment Management
Wells Fargo & Company
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Townsquare Capital
Elwood & Goetz Wealth Advisory Group

View all funds holding Wisdomtree Tr cmn