Wisdomtree Tr cmn shares owned by Kathleen S. Wright Associates
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Kathleen S. Wright Associates
from 13F filings
Historical chart of Kathleen S. Wright Associates investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by Kathleen S. Wright Associates consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr cmn by Kathleen S. Wright Associates
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $27k | 700 | 37.94 |
| 2025-06-30 | $24k | 700 | 34.48 |
| 2025-03-31 | $22k | 700 | 30.87 |
| 2024-12-31 | $82k | 2.7k | 30.48 |
| 2024-09-30 | $89k | 2.7k | 33.03 |
| 2024-06-30 | $83k | 2.7k | 30.63 |
| 2024-03-31 | $80k | 2.7k | 29.46 |
| 2023-12-31 | $81k | 2.8k | 28.88 |
| 2023-09-30 | $201k | 7.5k | 26.67 |
| 2023-06-30 | $1.0M | 36k | 27.95 |
| 2023-03-31 | $1.0M | 38k | 27.84 |
| 2022-12-31 | $1.1M | 39k | 26.68 |
| 2022-09-30 | $1.1M | 46k | 24.62 |
| 2022-06-30 | $1.4M | 47k | 28.69 |
| 2022-03-31 | $1.9M | 57k | 32.66 |
| 2021-12-31 | $1.6M | 45k | 36.86 |
More positions owned by Kathleen S. Wright Associates
View all positions for Kathleen S. Wright Associates