Wisdomtree Tr cmn shares owned by Evermay Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Evermay Wealth Management
from 13F filings
Historical chart of Evermay Wealth Management investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by Evermay Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $8.4M | 291k | 28.88 |
| 2023-09-30 | $7.0M | 262k | 26.67 |
| 2023-06-30 | $6.8M | 244k | 27.95 |
| 2023-03-31 | $6.4M | 228k | 27.84 |
| 2022-12-31 | $5.3M | 197k | 26.68 |
| 2022-09-30 | $5.1M | 209k | 24.62 |
| 2022-06-30 | $6.5M | 226k | 28.68 |
| 2022-03-31 | $11M | 348k | 32.66 |
| 2021-12-31 | $14M | 385k | 36.85 |
| 2021-09-30 | $15M | 392k | 37.32 |
| 2021-06-30 | $17M | 399k | 42.07 |
| 2021-03-31 | $13M | 322k | 40.69 |
| 2020-12-31 | $9.8M | 247k | 39.67 |
| 2020-09-30 | $6.4M | 190k | 33.67 |
| 2020-06-30 | $5.4M | 179k | 29.91 |
| 2020-03-31 | $1.2M | 51k | 24.42 |