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
Download as csv Download as ExcelQuarterly 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 |