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
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wisdomtree Tr cmn by MAI Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |