Wisdomtree Tr cmn shares owned by Patriot Financial Group Insurance Agency
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Patriot Financial Group Insurance Agency
from 13F filings
Historical chart of Patriot Financial Group Insurance Agency investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by Patriot Financial Group Insurance Agency consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr cmn by Patriot Financial Group Insurance Agency
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $766k | 26k | 29.46 |
| 2023-12-31 | $721k | 25k | 28.88 |
| 2023-09-30 | $700k | 26k | 26.67 |
| 2023-06-30 | $720k | 26k | 27.95 |
| 2023-03-31 | $779k | 28k | 27.84 |
| 2022-12-31 | $716k | 27k | 26.68 |
| 2022-09-30 | $647k | 26k | 24.62 |
| 2022-06-30 | $997k | 35k | 28.67 |
| 2022-03-31 | $1.5M | 46k | 32.66 |
| 2021-12-31 | $1.5M | 40k | 36.84 |
| 2021-09-30 | $1.5M | 41k | 37.32 |
| 2021-06-30 | $2.1M | 50k | 42.07 |
| 2021-03-31 | $1.9M | 47k | 40.69 |
| 2020-12-31 | $2.3M | 58k | 39.67 |
| 2020-09-30 | $1.8M | 53k | 33.67 |
| 2020-06-30 | $1.6M | 53k | 29.90 |
| 2020-03-31 | $497k | 20k | 24.44 |
| 2019-12-31 | $744k | 24k | 31.22 |
| 2019-09-30 | $561k | 20k | 27.67 |
| 2019-06-30 | $577k | 20k | 29.15 |
| 2019-03-31 | $387k | 13k | 28.82 |
| 2018-12-31 | $176k | 6.9k | 25.52 |
| 2018-09-30 | $10k | 364 | 27.47 |
More positions owned by Patriot Financial Group Insurance Agency
View all positions for Patriot Financial Group Insurance Agency