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Wisdomtree Tr cmn shares owned by HighPoint Advisor

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by HighPoint Advisor from 13F filings

Historical chart of HighPoint Advisor investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by HighPoint Advisor consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by HighPoint Advisor

Quarter filed Position value Share count Share price at filing
2026-03-31 $17M 431k 40.10
2025-12-31 $20M 521k 39.02

More positions owned by HighPoint Advisor

State Street MF Closed and MF Open (SPY)
State Street MF Closed and MF Open (SPDW)
State Street MF Closed and MF Open (SPYG)
Invesco Qqq MF Closed and MF Open (QQQ)
State Street MF Closed and MF Open (XLK)
State Street MF Closed and MF Open (SPYM)
Wisdomtree Us MF Closed and MF Open (DGRW)
Jpmorgan MF Closed and MF Open (JIRE)
Ishares Core MF Closed and MF Open (ITOT)
Dimensional Intl MF Closed and MF Open (DFAI)
Avantis Emerging MF Closed and MF Open (AVEM)
Nvidia Corp Common Stock (NVDA)
Apple Common Stock (AAPL)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPTM)

View all positions for HighPoint Advisor

Top funds holding Wisdomtree Tr cmn

Morgan Stanley
Bank of America Corporation
ValMark Advisers
UBS Group
State of Wisconsin Investment Board
Wells Fargo & Company
LPL Financial
ESL Trust Services
Charles Schwab Investment Management
Elwood & Goetz Wealth Advisory Group
Resources Investment Advisors
Meitav Dash Investments
Warren Street Wealth Advisors
Michael S. Ryan
Pallas Capital Advisors

View all funds holding Wisdomtree Tr cmn