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Wisdomtree Tr cmn shares owned by Captrust Financial Advisors

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Captrust Financial Advisors from 13F filings

Historical chart of Captrust Financial Advisors investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Captrust Financial Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by Captrust Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 43k 33.03
2024-06-30 $1.4M 45k 30.63
2024-03-31 $1.4M 49k 29.46
2023-12-31 $1.9M 66k 28.88
2023-09-30 $2.4M 90k 26.67
2023-06-30 $5.2M 185k 27.95
2023-03-31 $18M 653k 27.84
2022-12-31 $22M 824k 26.68
2022-09-30 $26M 1.0M 24.62
2022-06-30 $34M 1.2M 28.68
2022-03-31 $41M 1.3M 32.66
2021-12-31 $58M 1.6M 36.85
2021-09-30 $71M 1.9M 37.32
2021-06-30 $76M 1.8M 42.07
2021-03-31 $20M 486k 40.69