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
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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 |
|---|---|---|---|
| 2025-09-30 | $1.6M | 43k | 37.94 |
| 2025-06-30 | $1.7M | 48k | 34.48 |
| 2025-03-31 | $1.7M | 54k | 30.87 |
| 2024-12-31 | $1.1M | 37k | 30.48 |
| 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 |
More positions owned by Captrust Financial Advisors
View all positions for Captrust Financial Advisors