Wisdomtree Tr cmn shares owned by Twin Peaks Wealth Advisors
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Twin Peaks Wealth Advisors
from 13F filings
Historical chart of Twin Peaks Wealth Advisors investment in Wisdomtree Tr cmn
Tip: Access up to 7 years of quarterly data
All positions including Wisdomtree Tr cmn held by Twin Peaks Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wisdomtree Tr cmn by Twin Peaks Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $374k | 9.9k | 37.94 |
| 2025-06-30 | $410k | 12k | 35.54 |
| 2025-03-31 | $366k | 12k | 29.92 |
| 2024-12-31 | $574k | 19k | 30.48 |
| 2024-09-30 | $702k | 21k | 33.03 |
| 2024-06-30 | $666k | 22k | 30.63 |
| 2024-03-31 | $651k | 22k | 29.46 |
| 2023-12-31 | $702k | 24k | 28.88 |
More positions owned by Twin Peaks Wealth Advisors
View all positions for Twin Peaks Wealth Advisors