Wisdomtree Tr cmn shares owned by Keystone Financial Group
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Keystone Financial Group
from 13F filings
Historical chart of Keystone Financial Group investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by Keystone Financial Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr cmn by Keystone Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $440k | 13k | 34.48 |
| 2025-06-30 | $440k | 13k | 34.48 |
| 2025-03-31 | $458k | 15k | 31.00 |
| 2024-12-31 | $390k | 13k | 30.48 |
| 2024-09-30 | $411k | 53k | 7.69 |
| 2024-03-31 | $516k | 18k | 29.46 |
| 2023-12-31 | $241k | 8.4k | 28.88 |
| 2023-09-30 | $252k | 9.4k | 26.67 |
| 2023-06-30 | $264k | 9.4k | 27.95 |
| 2022-12-31 | $252k | 9.4k | 26.68 |
| 2022-09-30 | $233k | 9.4k | 24.66 |
| 2022-06-30 | $271k | 9.4k | 28.68 |
| 2022-03-31 | $309k | 9.4k | 32.70 |
| 2021-12-31 | $348k | 9.4k | 36.83 |
| 2021-09-30 | $353k | 9.4k | 37.36 |
| 2021-06-30 | $398k | 9.4k | 42.12 |
| 2021-03-31 | $384k | 9.4k | 40.64 |
| 2020-12-31 | $375k | 9.4k | 39.69 |
| 2020-09-30 | $318k | 9.4k | 33.65 |
| 2020-06-30 | $283k | 9.4k | 29.95 |
| 2020-03-31 | $231k | 9.4k | 24.45 |
| 2019-12-31 | $295k | 9.4k | 31.22 |
| 2019-09-30 | $261k | 9.4k | 27.62 |
| 2019-06-30 | $273k | 9.4k | 28.89 |
| 2019-03-31 | $272k | 9.4k | 28.79 |
| 2018-12-31 | $242k | 9.4k | 25.61 |