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Wisdomtree Tr cmn shares owned by Premier Path Wealth Partners

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Premier Path Wealth Partners from 13F filings

Historical chart of Premier Path Wealth Partners investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr cmn by Premier Path Wealth Partners

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.2M 76k 29.56
2023-12-31 $1.7M 58k 29.38

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View all positions for Premier Path Wealth Partners

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
ValMark Advisers
Bank of America Corporation
UBS Group
Meitav Dash Investments
Advisor Group Holdings
ESL Trust Services
Charles Schwab Investment Management
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Legacy Financial Group
Jpmorgan Chase & Co
Stifel Financial
Elwood & Goetz Wealth Advisory Group
Warren Street Wealth Advisors
Howard Financial Services

View all funds holding Wisdomtree Tr cmn