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Wisdomtree Tr cmn shares owned by OMNI 360 Wealth

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by OMNI 360 Wealth from 13F filings

Historical chart of OMNI 360 Wealth investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by OMNI 360 Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by OMNI 360 Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $414k 13k 33.03
2024-06-30 $381k 12k 30.63
2024-03-31 $321k 11k 29.46
2023-12-31 $329k 11k 28.88

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Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Intl (IDEV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
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Ishares Core Msci Emkt (IEMG)
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Microsoft Corporation (MSFT)
Vanguard Index Fds Total Stk Mkt (VTI)
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View all positions for OMNI 360 Wealth

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
Morgan Stanley
Flow Traders US
Jane Street
Bank of America Corporation
Clal Insurance Enterprises Holdings
ValMark Advisers
LPL Financial
Resources Investment Advisors
Meitav Dash Investments
Susquehanna International
Old Mission Capital
ESL Trust Services
Wells Fargo & Company
Advisor Group Holdings

View all funds holding Wisdomtree Tr cmn