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Wisdomtree Tr cmn shares owned by Drive Wealth Management

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

Historical chart of Drive Wealth Management investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Drive 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 Drive Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.2M 42k 29.46
2023-12-31 $999k 35k 28.88
2023-09-30 $836k 31k 26.67
2023-06-30 $953k 34k 27.95
2023-03-31 $830k 30k 27.84
2022-12-31 $456k 17k 26.68

More positions owned by Drive Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Blackrock Ultra (ICSH)
Ishares Tr Short Treas Bd (SHV)
NVIDIA Corporation (NVDA)
Invesco Actively Managed Etf Ultra Shrt Dur (GSY)
Ishares Tr Us Treas Bd Etf (GOVT)
Ncino (NCNO)

View all positions for Drive Wealth Management

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
ValMark Advisers
Bank of America Corporation
UBS Group
Meitav Dash Investments
Advisor Group Holdings
ESL Trust Services
Charles Schwab Investment Management
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Legacy Financial Group
Jpmorgan Chase & Co
Stifel Financial
Elwood & Goetz Wealth Advisory Group
Warren Street Wealth Advisors
Howard Financial Services

View all funds holding Wisdomtree Tr cmn