Wisdomtree Tr cmn shares owned by MAI Wealth Advisors
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by MAI Wealth Advisors
from 13F filings
Historical chart of MAI Wealth Advisors investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by MAI Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 34k | 37.94 |
| 2025-06-30 | $1.1M | 31k | 34.48 |
| 2025-03-31 | $981k | 32k | 30.87 |
| 2024-12-31 | $994k | 33k | 30.48 |
| 2024-09-30 | $1.0M | 30k | 33.03 |
| 2024-06-30 | $878k | 29k | 30.63 |
| 2024-03-31 | $848k | 29k | 29.46 |
| 2023-12-31 | $1.0M | 36k | 28.88 |
| 2023-09-30 | $1.3M | 47k | 26.67 |
| 2023-06-30 | $1.2M | 43k | 27.95 |
| 2023-03-31 | $1.1M | 41k | 27.84 |
| 2022-12-31 | $1.2M | 43k | 26.68 |
| 2022-09-30 | $699k | 28k | 24.61 |
| 2022-06-30 | $883k | 31k | 28.67 |
| 2022-03-31 | $1.0M | 32k | 32.66 |
| 2021-12-31 | $1.7M | 47k | 36.85 |
| 2021-09-30 | $1.1M | 29k | 37.33 |
| 2021-06-30 | $1.2M | 29k | 42.07 |
| 2021-03-31 | $1.2M | 30k | 40.68 |
| 2020-12-31 | $1.1M | 28k | 39.67 |