Wisdomtree Tr cmn shares owned by Invenio Wealth Partners
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Invenio Wealth Partners
from 13F filings
Historical chart of Invenio Wealth Partners investment in Wisdomtree Tr cmn
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All positions including Wisdomtree Tr cmn held by Invenio Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wisdomtree Tr cmn by Invenio Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.7M | 202k | 37.94 |
| 2025-06-30 | $7.3M | 212k | 34.48 |
| 2025-03-31 | $7.0M | 228k | 30.87 |
| 2024-12-31 | $8.4M | 276k | 30.48 |
| 2024-09-30 | $8.6M | 259k | 33.03 |
| 2024-06-30 | $7.2M | 235k | 30.63 |
| 2024-03-31 | $6.3M | 212k | 29.46 |
| 2023-12-31 | $3.4M | 118k | 28.88 |
| 2023-09-30 | $2.1M | 78k | 26.67 |