Wisdomtree Tr cmn shares owned by Heritage Wealth Management
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Heritage Wealth Management
from 13F filings
Historical chart of Heritage Wealth Management investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by Heritage Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr cmn by Heritage Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2022-12-31 | $487k | 18k | 26.68 |
2022-09-30 | $231k | 9.4k | 24.58 |
2022-06-30 | $319k | 11k | 28.68 |
2022-03-31 | $402k | 12k | 32.63 |
2021-09-30 | $742k | 20k | 37.32 |
2021-06-30 | $1.1M | 26k | 42.07 |
More positions owned by Heritage Wealth Management
View all positions for Heritage Wealth Management