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Wisdomtree Tr cmn shares owned by BigSur Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by BigSur Wealth Management from 13F filings

Historical chart of BigSur Wealth Management investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by BigSur Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by BigSur Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $301k 7.5k 40.10
2024-09-30 $83k 2.5k 33.03

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NVIDIA Corporation (NVDA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Ishares Tr Russell 3000 Etf (IWV)
JPMorgan Chase & Co. (JPM)
Alphabet Cap Stk Cl A (GOOGL)
Apple (AAPL)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Palo Alto Networks (PANW)
Select Sector Spdr Tr State Street Hea (XLV)
Spdr Gold Tr Gold Shs (GLD)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr State Street Tec (XLK)

View all positions for BigSur Wealth Management

Top funds holding Wisdomtree Tr cmn

ValMark Advisers
UBS Group
State of Wisconsin Investment Board
Wells Fargo & Company
LPL Financial
ESL Trust Services
Resources Investment Advisors
Charles Schwab Investment Management
Elwood & Goetz Wealth Advisory Group
Meitav Dash Investments
Warren Street Wealth Advisors
Advisor Group Holdings
Michael S. Ryan
Pallas Capital Advisors
Susquehanna International

View all funds holding Wisdomtree Tr cmn