Wisdomtree Tr cmn shares owned by UMA Financial Services
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by UMA Financial Services
from 13F filings
Historical chart of UMA Financial Services investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by UMA Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $235k | 7.2k | 32.48 |
| 2024-06-30 | $244k | 7.6k | 31.92 |
| 2024-03-31 | $221k | 7.8k | 28.42 |
| 2022-09-30 | $327k | 13k | 25.72 |
| 2022-06-30 | $420k | 15k | 28.37 |
| 2022-03-31 | $4.5M | 145k | 30.89 |
| 2021-12-31 | $3.9M | 106k | 36.61 |
| 2021-09-30 | $5.1M | 134k | 38.57 |
| 2021-06-30 | $6.5M | 160k | 40.64 |
| 2021-03-31 | $5.6M | 135k | 41.32 |
| 2020-12-31 | $5.5M | 123k | 44.33 |