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
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All positions including Wisdomtree Tr cmn held by EverSource Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $1.2M | 38k | 33.01 |
2024-06-30 | $1.1M | 36k | 31.01 |
2024-03-31 | $934k | 32k | 29.28 |
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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