Wisdomtree Tr cmn shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $8.6M | 291k | 29.46 |
| 2023-12-31 | $7.6M | 264k | 28.88 |
| 2023-09-30 | $7.7M | 290k | 26.67 |
| 2023-06-30 | $7.9M | 282k | 27.95 |
| 2023-03-31 | $7.8M | 281k | 27.84 |
| 2022-12-31 | $8.9M | 334k | 26.68 |
| 2022-09-30 | $8.2M | 332k | 24.62 |
| 2022-06-30 | $9.3M | 323k | 28.68 |
| 2022-03-31 | $11M | 324k | 32.66 |
| 2021-12-31 | $6.4M | 173k | 36.85 |