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Wisdomtree Tr cmn shares owned by Sightline Wealth Advisors

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

Historical chart of Sightline Wealth Advisors investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Sightline 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 Sightline Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $211k 7.3k 28.88
2023-09-30 $278k 10k 26.67
2023-06-30 $962k 35k 27.84
2022-09-30 $1.1M 45k 24.95
2022-06-30 $1.3M 45k 28.57
2022-03-31 $1.4M 44k 32.66
2021-12-31 $1.6M 43k 36.88
2021-09-30 $1.5M 41k 37.32
2021-06-30 $1.7M 39k 42.06
2021-03-31 $1.6M 38k 40.72
2020-12-31 $831k 21k 39.66