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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

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Quarterly 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