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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

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Quarterly 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