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Wisdomtree Tr cmn shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $834k 25k 33.03
2024-06-30 $25M 749k 33.31
2024-03-31 $729k 25k 29.46
2023-09-30 $596k 22k 26.67
2023-06-30 $363k 13k 27.95
2023-03-31 $370k 13k 27.84

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View all positions for Strategic Financial Concepts

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
Morgan Stanley
Flow Traders US
Jane Street
Bank of America Corporation
Clal Insurance Enterprises Holdings
ValMark Advisers
LPL Financial
Resources Investment Advisors
Meitav Dash Investments
Susquehanna International
Old Mission Capital
ESL Trust Services
Wells Fargo & Company
Advisor Group Holdings

View all funds holding Wisdomtree Tr cmn