Cornerstone Financial Group »

Wisdomtree Tr cmn shares owned by Cornerstone Financial Group

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

Historical chart of Cornerstone Financial Group investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr cmn by Cornerstone Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $502k 13k 37.94
2025-06-30 $461k 13k 34.48
2025-03-31 $437k 13k 32.77
2024-12-31 $444k 15k 30.48

More positions owned by Cornerstone Financial Group

Spdr Series Trust Portfoli S&p1500 (SPTM)
Dimensional Etf Trust Us Equity Market (DFUS)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Ishares Tr Pfd And Incm Sec (PFF)
Ishares Tr 0-5 Yr Tips Etf (STIP)
Dimensional Etf Trust World Ex Us Core (DFAX)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr Tips Bd Etf (TIP)
Spdr Series Trust Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Short Trm Bond (BSV)

View all positions for Cornerstone Financial Group

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