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Wisdomtree Tr cmn shares owned by SFMG Wealth Advisors

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

Historical chart of SFMG Wealth Advisors investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr cmn by SFMG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 5.0k 40.10

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View all positions for SFMG Wealth Advisors

Top funds holding Wisdomtree Tr cmn

Morgan Stanley
Bank of America Corporation
ValMark Advisers
UBS Group
State of Wisconsin Investment Board
Wells Fargo & Company
LPL Financial
ESL Trust Services
Charles Schwab Investment Management
Elwood & Goetz Wealth Advisory Group
Resources Investment Advisors
Meitav Dash Investments
Warren Street Wealth Advisors
Advisor Group Holdings
Michael S. Ryan

View all funds holding Wisdomtree Tr cmn