Wisdomtree Tr cmn shares owned by Herold Advisors
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Herold Advisors
from 13F filings
Historical chart of Herold Advisors investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by Herold Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $493k | 13k | 37.94 |
| 2025-06-30 | $365k | 11k | 34.48 |
| 2025-03-31 | $488k | 16k | 30.87 |
| 2024-12-31 | $469k | 15k | 30.48 |
| 2024-09-30 | $513k | 16k | 33.03 |
| 2024-06-30 | $476k | 16k | 30.63 |
| 2024-03-31 | $462k | 16k | 29.46 |
| 2023-12-31 | $502k | 17k | 28.88 |
| 2023-09-30 | $631k | 24k | 26.67 |
| 2023-06-30 | $671k | 24k | 27.95 |
| 2023-03-31 | $533k | 19k | 27.84 |
| 2022-12-31 | $724k | 27k | 26.68 |
| 2022-09-30 | $1.1M | 44k | 24.60 |
| 2022-06-30 | $1.4M | 48k | 28.67 |
| 2022-03-31 | $1.6M | 48k | 32.66 |
| 2021-12-31 | $1.8M | 50k | 36.84 |
| 2021-09-30 | $1.9M | 50k | 37.30 |