Wisdomtree Tr cmn shares owned by EverSource Wealth Advisors
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by EverSource Wealth Advisors
from 13F filings
Historical chart of EverSource Wealth Advisors investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr cmn by EverSource Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 31k | 37.69 |
| 2025-06-30 | $1.3M | 37k | 34.61 |
| 2025-03-31 | $1.3M | 41k | 30.87 |
| 2024-12-31 | $1.3M | 42k | 30.49 |
| 2024-09-30 | $1.2M | 38k | 33.01 |
| 2024-06-30 | $1.1M | 36k | 31.01 |
| 2024-03-31 | $748k | 26k | 28.89 |
| 2023-12-31 | $748k | 26k | 28.89 |
| 2023-09-30 | $592k | 22k | 26.51 |
| 2023-06-30 | $344k | 12k | 27.95 |
| 2023-03-31 | $296k | 11k | 27.84 |
| 2022-12-31 | $214k | 8.0k | 26.68 |
| 2022-09-30 | $176k | 7.2k | 24.61 |
| 2022-06-30 | $141k | 4.9k | 28.73 |
| 2022-03-31 | $164k | 5.0k | 32.64 |
| 2021-12-31 | $157k | 4.3k | 36.76 |
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