Wisdomtree Tr cmn shares owned by Integrated Wealth Concepts
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Integrated Wealth Concepts
from 13F filings
Historical chart of Integrated Wealth Concepts investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by Integrated Wealth Concepts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $847k | 26k | 33.03 |
| 2024-06-30 | $794k | 26k | 30.63 |
| 2024-03-31 | $7.0M | 237k | 29.46 |
| 2023-09-30 | $5.9M | 220k | 26.67 |
| 2023-06-30 | $6.1M | 217k | 27.95 |
| 2023-03-31 | $5.6M | 201k | 27.84 |
| 2022-12-31 | $5.2M | 193k | 26.68 |
| 2022-09-30 | $4.3M | 174k | 24.62 |
| 2022-06-30 | $4.4M | 152k | 28.68 |
| 2022-03-31 | $891k | 27k | 32.67 |
| 2021-12-31 | $803k | 22k | 36.84 |
| 2021-09-30 | $2.8M | 76k | 37.32 |
| 2021-06-30 | $3.7M | 88k | 42.07 |
| 2021-03-31 | $3.1M | 77k | 40.70 |
| 2020-12-31 | $1.1M | 29k | 39.66 |
| 2020-09-30 | $832k | 25k | 33.66 |
| 2020-06-30 | $546k | 18k | 29.93 |
| 2020-03-31 | $292k | 12k | 24.44 |
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