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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

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Quarterly reported holdings in Wisdomtree Tr cmn by EverSource Wealth Advisors

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