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Wisdomtree Tr cmn shares owned by Independent Advisor Alliance

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

Historical chart of Independent Advisor Alliance investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr cmn by Independent Advisor Alliance

Quarter filed Position value Share count Share price at filing
2026-03-31 $862k 22k 40.10
2024-12-31 $1.9M 62k 30.48

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View all positions for Independent Advisor Alliance

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
Advisor Group Holdings
Michael S. Ryan

View all funds holding Wisdomtree Tr cmn