Wisdomtree Tr cmn shares owned by Security Financial Services
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Security Financial Services
from 13F filings
Historical chart of Security Financial Services investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by Security Financial Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wisdomtree Tr cmn by Security Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $630k | 17k | 37.94 |
| 2025-06-30 | $529k | 15k | 34.48 |
| 2025-03-31 | $479k | 16k | 30.87 |
| 2024-12-31 | $434k | 14k | 30.48 |
| 2024-09-30 | $425k | 13k | 33.03 |
| 2024-06-30 | $398k | 13k | 30.63 |
| 2024-03-31 | $288k | 9.8k | 29.46 |
| 2023-12-31 | $274k | 9.5k | 28.88 |
| 2023-09-30 | $218k | 8.2k | 26.67 |
| 2023-06-30 | $227k | 8.1k | 27.95 |
| 2022-03-31 | $2.3M | 72k | 32.66 |
| 2021-12-31 | $2.0M | 54k | 36.86 |
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