Twin Peaks Wealth Advisors »

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 csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wisdomtree Tr cmn by Twin Peaks Wealth Advisors

Quarter filed Position value Share count Share price at filing
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

Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
First Tr Exchng Traded Fd Vi Tcw Opportunis (FIXD)
Meta Platforms Cl A (META)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Ishares Tr Core Total Usd (IUSB)
First Tr Exchange-traded First Tr Enh New (FTSM)
First Tr Exch Traded Fd Iii Pfd Secs Inc Etf (FPE)
First Tr Exchng Traded Fd Vi Tcw Unconstrai (UCON)
Microsoft Corporation (MSFT)
Amazon (AMZN)
Invesco Qqq Tr Unit Ser 1 (QQQ)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded Us Eqty Oppt Etf (FPX)
Ishares Tr Msci Usa Qlt Fct (QUAL)

View all positions for Twin Peaks Wealth Advisors

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
Morgan Stanley
Flow Traders US
Jane Street
Bank of America Corporation
Clal Insurance Enterprises Holdings
ValMark Advisers
LPL Financial
Resources Investment Advisors
Meitav Dash Investments
Susquehanna International
Old Mission Capital
ESL Trust Services
Wells Fargo & Company
Advisor Group Holdings

View all funds holding Wisdomtree Tr cmn