Wisdomtree Tr cmn shares owned by My Legacy Advisors
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by My Legacy Advisors
from 13F filings
Historical chart of My Legacy Advisors investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by My Legacy 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 My Legacy Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $339k | 12k | 27.97 |
2023-09-30 | $682k | 26k | 26.12 |
2023-06-30 | $823k | 28k | 29.28 |
2023-03-31 | $725k | 26k | 27.71 |
2022-12-31 | $696k | 24k | 28.99 |
2022-09-30 | $617k | 26k | 24.14 |
2022-06-30 | $693k | 25k | 27.90 |
2022-03-31 | $3.5M | 107k | 32.66 |