Steward Partners Investment Advisory »

Wisdomtree Tr cmn shares owned by Steward Partners Investment Advisory

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Steward Partners Investment Advisory from 13F filings

Historical chart of Steward Partners Investment Advisory investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Steward Partners Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr cmn by Steward Partners Investment Advisory

Quarter filed Position value Share count Share price at filing
2024-06-30 $398k 13k 30.63
2024-03-31 $389k 13k 29.46
2023-12-31 $383k 13k 28.88
2023-09-30 $351k 13k 26.67
2023-06-30 $1.3M 47k 27.95
2023-03-31 $1.3M 48k 27.84
2022-12-31 $629k 24k 26.68
2022-09-30 $669k 27k 24.61
2022-06-30 $482k 17k 28.66
2022-03-31 $632k 19k 32.65
2021-12-31 $4.0M 107k 36.85
2021-09-30 $4.1M 111k 37.32
2021-03-31 $4.3M 106k 40.69
2020-09-30 $2.5M 74k 33.67
2020-06-30 $2.4M 81k 29.91
2020-03-31 $2.1M 84k 24.41
2019-12-31 $2.6M 82k 31.22
2019-09-30 $2.2M 79k 27.64
2019-06-30 $2.1M 74k 28.87
2019-03-31 $2.1M 73k 28.82
2018-12-31 $2.2M 85k 25.56
2018-09-30 $2.1M 76k 28.25