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Wisdomtree Tr cmn shares owned by Coastal Capital Group

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Coastal Capital Group from 13F filings

Historical chart of Coastal Capital Group investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Coastal Capital Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by Coastal Capital Group

Quarter filed Position value Share count Share price at filing
2023-06-30 $482k 17k 27.95
2023-03-31 $323k 12k 27.84

More positions owned by Coastal Capital Group

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Rus 1000 Etf (IWB)
Pimco Etf Tr Active Bd Etf (BOND)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Spdr Ser Tr Bloomberg High Y (JNK)

View all positions for Coastal Capital Group

Top funds holding Wisdomtree Tr cmn

Flow Traders US
Jane Street
Bank of America Corporation
Clal Insurance Enterprises Holdings
ValMark Advisers
UBS Group
LPL Financial
Resources Investment Advisors
Meitav Dash Investments
Susquehanna International
ESL Trust Services
Wells Fargo & Company
Advisor Group Holdings
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Charles Schwab Investment Management

View all funds holding Wisdomtree Tr cmn