Strategic Wealth Partners »

Wisdomtree Tr cmn shares owned by Strategic Wealth Partners

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

Historical chart of Strategic Wealth Partners investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Strategic Wealth Partners 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 Strategic Wealth Partners

Quarter filed Position value Share count Share price at filing
2026-03-31 $79k 2.0k 40.10
2025-12-31 $85k 2.2k 39.01
2025-09-30 $852k 22k 37.94

More positions owned by Strategic Wealth Partners

Swp Growth & Income Etf Etf (SWP)
Ishares Mbs Etf Etf (MBB)
Microsoft Corp Stock (MSFT)
Ishares Msci Eafe Etf Etf (EFA)
State Street Spdr Portfolio Short Term Corporate Bond Etf Etf (SPSB)
Apple Stock (AAPL)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Broadcom Stock (AVGO)
Invesco International Dividend Achievers Etf Etf (PID)
Ishares Iboxx $ Investment Grade Corporate Bond Etf Etf (LQD)
Nvidia Corporation Stock (NVDA)
Prologis Reit (PLD)
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)
Meta Platforms Inc Cl A Stock (META)

View all positions for Strategic Wealth Partners

Top funds holding Wisdomtree Tr cmn

Morgan Stanley
Bank of America Corporation
ValMark Advisers
UBS Group
State of Wisconsin Investment Board
Wells Fargo & Company
LPL Financial
ESL Trust Services
Charles Schwab Investment Management
Elwood & Goetz Wealth Advisory Group
Resources Investment Advisors
Meitav Dash Investments
Warren Street Wealth Advisors
Advisor Group Holdings
Michael S. Ryan

View all funds holding Wisdomtree Tr cmn