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Wisdomtree Tr cmn shares owned by Rowland Carmichael Advisors

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Rowland Carmichael Advisors from 13F filings

Historical chart of Rowland Carmichael Advisors investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Rowland Carmichael Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by Rowland Carmichael Advisors

Quarter filed Position value Share count Share price at filing
2020-12-31 $2.8M 70k 39.67
2020-09-30 $2.0M 59k 33.68
2020-06-30 $1.7M 57k 29.91

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Schwab Strategic Tr Intl Eqty Etf (SCHF)
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Vanguard Index Fds Real Estate Etf (VNQ)
Ishares Tr Esg Awr Msci Usa (ESGU)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Core Msci Emkt (IEMG)
World Gold Tr Spdr Gld Minis
Spdr Ser Tr Portfolio S&p500 (SPLG)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Microsoft Corporation (MSFT)

View all positions for Rowland Carmichael Advisors

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