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Wisdomtree Tr cmn shares owned by Strategic Financial Concepts

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Strategic Financial Concepts from 13F filings

Historical chart of Strategic Financial Concepts investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Strategic Financial Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $729k 25k 29.46
2023-09-30 $596k 22k 26.67
2023-06-30 $363k 13k 27.95
2023-03-31 $370k 13k 27.84

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Top funds holding Wisdomtree Tr cmn

Harel Insurance Investments & Financial Services
Morgan Stanley
Jane Street
Bank of America Corporation
Clal Insurance Enterprises Holdings
ValMark Advisers
UBS Group
LPL Financial
Meitav Dash Investments
ESL Trust Services
Wells Fargo & Company
Advisor Group Holdings
Resources Investment Advisors
Charles Schwab Investment Management
Susquehanna International

View all funds holding Wisdomtree Tr cmn