Wisdomtree Tr cmn shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Wisdomtree Tr cmn
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Quarterly reported holdings in Wisdomtree Tr cmn by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $773k | 21k | 37.32 |
| 2025-06-30 | $2.5M | 75k | 33.73 |
| 2025-03-31 | $333k | 11k | 31.48 |
| 2024-12-31 | $408k | 13k | 31.05 |
| 2024-09-30 | $329k | 9.8k | 33.57 |
| 2024-06-30 | $289k | 9.3k | 30.95 |
| 2024-03-31 | $275k | 9.3k | 29.62 |
| 2023-12-31 | $256k | 8.8k | 29.05 |
| 2023-09-30 | $303k | 11k | 26.67 |
| 2023-06-30 | $42k | 1.5k | 27.94 |
| 2023-03-31 | $342k | 12k | 27.84 |
| 2022-12-31 | $777k | 27k | 28.62 |
| 2022-09-30 | $1.9M | 39k | 47.62 |
| 2022-03-31 | $13M | 425k | 29.93 |
More positions owned by WealthPlan Investment Management
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