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Wisdomtree Tr cmn shares owned by Castlekeep Investment Advisors

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Castlekeep Investment Advisors from 13F filings

Historical chart of Castlekeep Investment Advisors investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr cmn by Castlekeep Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 68k 37.94
2025-06-30 $2.2M 65k 34.48
2025-03-31 $346k 11k 30.87

More positions owned by Castlekeep Investment Advisors

Vanguard Intl Equity Index F Ftse Europe Etf (VGK)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Series Trust S&p Bk Etf (KBE)
Spdr Series Trust Bloomberg 3-12 M (BILS)
Vanguard Specialized Funds Div App Etf (VIG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Tortoise Capital Series Trus North Amern Pipe (TPYP)
Ishares Tr Sp Smcp600vl Etf (IJS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Great Lakes Dredge & Dock Corporation (GLDD)
Golub Capital BDC (GBDC)
Midcap Financial Invstmnt Com New (MFIC)
Boeing Company (BA)
Oaktree Specialty Lending Corp (OCSL)
Citigroup Com New (C)

View all positions for Castlekeep Investment Advisors

Top funds holding Wisdomtree Tr cmn

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

View all funds holding Wisdomtree Tr cmn