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Wisdomtree Tr cmn shares owned by Keener Financial Planning

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Keener Financial Planning from 13F filings

Historical chart of Keener Financial Planning investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Keener Financial Planning consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by Keener Financial Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $11k 369 29.81
2023-12-31 $11k 369 29.81

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View all positions for Keener Financial Planning

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
Bank of America Corporation
Clal Insurance Enterprises Holdings
UBS Group
ValMark Advisers
LPL Financial
Meitav Dash Investments
ESL Trust Services
Wells Fargo & Company
Advisor Group Holdings
Resources Investment Advisors
Charles Schwab Investment Management
Susquehanna International
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Legacy Financial Group

View all funds holding Wisdomtree Tr cmn