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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

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Quarterly reported holdings in Wisdomtree Tr cmn by Security Financial Services

Quarter filed Position value Share count Share price at filing
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

More positions owned by Security Financial Services

Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr S&p 500 Grwt Etf (IVW)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr U.s. Tech Etf (IYW)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Mbs Etf (MBB)
Ishares Tr Eafe Value Etf (EFV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr S&p 500 Val Etf (IVE)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)

View all positions for Security Financial Services

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