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Wisdomtree Tr cmn shares owned by Sentinel Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Sentinel Wealth Management from 13F filings

Historical chart of Sentinel Wealth Management investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr cmn by Sentinel Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.2M 110k 37.94
2025-06-30 $3.5M 100k 34.48

More positions owned by Sentinel Wealth Management

Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Shrt Nat Mun Etf (SUB)
Ishares Tr Rus 2000 Val Etf (IWN)
American Centy Etf Tr Real Estate Etf (AVRE)
Wisdomtree Tr Em Ex St-owned (XSOE)
Ishares Tr Core Msci Total (IXUS)
Ishares Tr Core S&p Scp Etf (IJR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Short Duration F (DFSD)

View all positions for Sentinel Wealth Management

Top funds holding Wisdomtree Tr cmn

Resources Investment Advisors
Morgan Stanley
ValMark Advisers
LPL Financial
State of Wisconsin Investment Board
Clal Insurance Enterprises Holdings
Wells Fargo & Company
UBS Group
Meitav Dash Investments
ESL Trust Services
Advisor Group Holdings
Charles Schwab Investment Management
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Elwood & Goetz Wealth Advisory Group
Warren Street Wealth Advisors

View all funds holding Wisdomtree Tr cmn