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Wisdomtree Tr cmn shares owned by XY Planning Network

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

Historical chart of XY Planning Network investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wisdomtree Tr cmn by XY Planning Network

Quarter filed Position value Share count Share price at filing
2025-12-31 $570k 15k 39.02

More positions owned by XY Planning Network

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Pimco Etf Tr Inter Mun Bd Act (MUNI)
Spdr Series Trust State Street Spd (SPMD)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Emerging Mkts Co (DFEM)

View all positions for XY Planning Network

Top funds holding Wisdomtree Tr cmn

ValMark Advisers
State of Wisconsin Investment Board
UBS Group
LPL Financial
Wells Fargo & Company
ESL Trust Services
Resources Investment Advisors
Charles Schwab Investment Management
Elwood & Goetz Wealth Advisory Group
Meitav Dash Investments
Warren Street Wealth Advisors
Pallas Capital Advisors
Advisor Group Holdings
Michael S. Ryan
Susquehanna International

View all funds holding Wisdomtree Tr cmn