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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

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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
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