Wisdomtree Tr cmn shares owned by Defined Financial Planning
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Defined Financial Planning
from 13F filings
Historical chart of Defined Financial Planning investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by Defined Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.3M | 136k | 38.71 |
| 2025-06-30 | $5.0M | 143k | 34.73 |
| 2025-03-31 | $4.2M | 135k | 30.95 |
| 2024-12-31 | $3.7M | 122k | 30.48 |
More positions owned by Defined Financial Planning
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