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Wisdomtree Tr cmn shares owned by Retirement Planning Group

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Retirement Planning Group from 13F filings

Historical chart of Retirement Planning Group investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by Retirement Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $739k 18k 40.10

More positions owned by Retirement Planning Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Wisdomtree Tr Us Quality Grow (QGRW)
Fidelity Covington Trust Sml Mid Mltfct (FSMD)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Pimco Etf Tr Multisector Bd (PYLD)
Victory Portfolios Ii Core Plus Bd Etf (UBND)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Fidelity Covington Trust High Divid Etf (FDVV)
Ea Series Trust Freedom 100 Em (FRDM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Etfis Ser Tr I Virtus Newfleet (NFLT)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Costco Wholesale Corporation (COST)
Apple (AAPL)

View all positions for Retirement Planning Group

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