Wisdomtree Tr cmn shares owned by Summit Wealth Partners
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Summit Wealth Partners
from 13F filings
Historical chart of Summit Wealth Partners investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by Summit Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $4.5M | 137k | 33.03 |
| 2024-06-30 | $4.5M | 147k | 30.63 |
| 2024-03-31 | $4.6M | 155k | 29.46 |
| 2023-12-31 | $4.6M | 159k | 28.88 |
| 2023-09-30 | $4.2M | 159k | 26.67 |
| 2023-06-30 | $4.3M | 152k | 27.95 |
| 2023-03-31 | $4.2M | 152k | 27.84 |
| 2022-12-31 | $3.8M | 142k | 26.68 |
| 2022-09-30 | $4.1M | 167k | 24.62 |
| 2022-06-30 | $4.6M | 162k | 28.68 |
| 2022-03-31 | $7.9M | 243k | 32.66 |
| 2021-12-31 | $8.3M | 227k | 36.85 |
| 2021-09-30 | $8.1M | 216k | 37.32 |
| 2021-06-30 | $7.8M | 185k | 42.07 |