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Wisdomtree Tr cmn shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr cmn by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2023-09-30 $7.0M 261k 26.67
2023-06-30 $7.2M 258k 27.95
2023-03-31 $4.1M 148k 27.84
2022-12-31 $3.8M 142k 26.68

More positions owned by Vertex Planning Partners

Wisdomtree Tr Floatng Rat Trea (USFR)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Wisdomtree Tr Itl High Div Fd (DTH)
Wisdomtree Tr Us Total Dividnd (DTD)
Ishares Tr TRS FLT RT BD (TFLO)
Select Sector Spdr Tr Technology (XLK)
Spdr Ser Tr Portfolio Agrgte (SPAB)
Invesco Exch Traded Fd Tr Ii Ftse Rafi Dev (PXF)
Ishares Msci Emrg Chn (EMXC)
Columbia Etf Tr Ii Em Core Ex Etf (XCEM)

View all positions for Vertex Planning Partners

Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
ValMark Advisers
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UBS Group
Meitav Dash Investments
Advisor Group Holdings
ESL Trust Services
Charles Schwab Investment Management
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Legacy Financial Group
Jpmorgan Chase & Co
Stifel Financial
Elwood & Goetz Wealth Advisory Group
Warren Street Wealth Advisors
Howard Financial Services

View all funds holding Wisdomtree Tr cmn