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Wisdomtree Tr cmn shares owned by SK Wealth Management

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

Historical chart of SK Wealth Management investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by SK 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 SK Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.4M 89k 38.38
2025-06-30 $3.2M 92k 34.50
2025-03-31 $2.7M 92k 29.81
2024-12-31 $3.0M 100k 30.48
2024-09-30 $3.1M 99k 30.82

More positions owned by SK Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Goldman Sachs Etf Tr S&p 500 Premium (GPIX)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Legg Mason Etf Invt Franklin Intl Lw (LVHI)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
J P Morgan Exchange Traded F Hedged Equity La (HELO)
Flexshares Tr Stox Gbl Esg Slt (ESGG)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Esg Msci Leadr (SUSL)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Ssga Active Tr Spdr Blackstone (HYBL)
Fidelity Covington Trust Fundamental Smal (FFSM)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)

View all positions for SK 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