Wisdomtree Tr cmn shares owned by Procyon Private Wealth Partners
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Procyon Private Wealth Partners
from 13F filings
Historical chart of Procyon Private Wealth Partners investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by Procyon Private Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $317k | 9.6k | 33.03 |
| 2024-06-30 | $289k | 9.4k | 30.63 |
| 2024-03-31 | $250k | 8.5k | 29.46 |
| 2023-12-31 | $1.9M | 66k | 28.88 |
| 2023-09-30 | $2.0M | 75k | 26.67 |
| 2023-06-30 | $3.6M | 130k | 27.95 |
| 2023-03-31 | $2.8M | 100k | 27.84 |
| 2022-12-31 | $2.8M | 105k | 26.68 |
| 2022-09-30 | $9.5M | 384k | 24.62 |
| 2022-06-30 | $11M | 382k | 28.68 |
| 2022-03-31 | $11M | 344k | 32.66 |
| 2021-12-31 | $11M | 299k | 36.85 |
| 2021-09-30 | $9.0M | 242k | 37.32 |
| 2021-06-30 | $9.3M | 222k | 42.07 |
| 2021-03-31 | $1.7M | 42k | 40.69 |
| 2020-12-31 | $1.4M | 36k | 39.67 |
| 2020-09-30 | $1.2M | 35k | 33.67 |
| 2020-06-30 | $1.2M | 39k | 29.90 |
| 2020-03-31 | $887k | 36k | 24.43 |
More positions owned by Procyon Private Wealth Partners
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