Opulen Financial Group »

Wisdomtree Tr cmn shares owned by Opulen Financial Group

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

Historical chart of Opulen Financial Group investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr cmn by Opulen Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $609k 16k 37.94
2025-06-30 $552k 16k 34.48
2025-03-31 $503k 16k 30.87
2024-12-31 $480k 16k 30.48

More positions owned by Opulen Financial Group

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Msci Intl Qualty (IQLT)
Amazon (AMZN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)
Invesco Exch Trd Slf Idx Buletshs 2031 Cp (BSCV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulletshs 2032 (BSCW)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)

View all positions for Opulen Financial Group

Top funds holding Wisdomtree Tr cmn

Resources Investment Advisors
Morgan Stanley
ValMark Advisers
LPL Financial
State of Wisconsin Investment Board
Clal Insurance Enterprises Holdings
Wells Fargo & Company
UBS Group
Meitav Dash Investments
ESL Trust Services
Advisor Group Holdings
Charles Schwab Investment Management
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Elwood & Goetz Wealth Advisory Group
Warren Street Wealth Advisors

View all funds holding Wisdomtree Tr cmn