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Wisdomtree Tr cmn shares owned by Gould Asset Management

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

Historical chart of Gould Asset Management investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Gould Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by Gould Asset Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.2M 171k 30.63
2024-03-31 $4.2M 141k 29.46

More positions owned by Gould Asset Management

S&p 500 Depository Receipt Tr Unit (SPY)
Ishares 0-5 Year Tips Bond Et 0-5 Yr Tips Etf (STIP)
Ishares Barclays 20 Year Tre 20 Yr Tr Bd Etf (TLT)
Vanguard Short Term Treasury Short Term Treas (VGSH)
Ishares S&p 500 Index Etf Core S&p500 Etf (IVV)
Vanguard Short-term Corporate Shrt Trm Corp Bd (VCSH)
Invesco Taxable Municipal Bon Taxable Mun Bd (BAB)
Vanguard Reit Index Etf Real Estate Etf (VNQ)
World Gold Tr Spdr Gld Minis Spdr Gld Minis (GLDM)
Spdr Ser Tr Sp500 Fosl Etf Spdr S&p 500 Etf (SPYX)
Vanguard Ftse Developed Marke Van Ftse Dev Mkt (VEA)
Vanguard Extended Market Inde Extend Mkt Etf (VXF)
Apple (AAPL)
Pimcototal Return Etf Active Bd Etf (BOND)
Vanguard St Tips Bond Strm Infproidx (VTIP)

View all positions for Gould Asset Management

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
Morgan Stanley
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Clal Insurance Enterprises Holdings
Resources Investment Advisors
ValMark Advisers
UBS Group
LPL Financial
Meitav Dash Investments
Old Mission Capital
ESL Trust Services
Wells Fargo & Company
Advisor Group Holdings
Strategic Financial Concepts
Charles Schwab Investment Management

View all funds holding Wisdomtree Tr cmn