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Wisdomtree Tr cmn shares owned by Journey Strategic Wealth

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Journey Strategic Wealth from 13F filings

Historical chart of Journey Strategic Wealth investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Journey Strategic Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by Journey Strategic Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 35k 33.03
2024-06-30 $747k 24k 30.63
2024-03-31 $735k 25k 29.46
2023-12-31 $694k 24k 28.88

More positions owned by Journey Strategic Wealth

Johnson & Johnson (JNJ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Pepsi (PEP)
Ishares Tr Esg Awr Msci Usa (ESGU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Wisdomtree Tr Intl Qulty Div (IQDG)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Invesco Actively Managed Exc Total Return (GTO)

View all positions for Journey Strategic Wealth

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
Morgan Stanley
Flow Traders US
Jane Street
Bank of America Corporation
Clal Insurance Enterprises Holdings
ValMark Advisers
LPL Financial
Resources Investment Advisors
Meitav Dash Investments
Susquehanna International
Old Mission Capital
ESL Trust Services
Wells Fargo & Company
Advisor Group Holdings

View all funds holding Wisdomtree Tr cmn