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Wisdomtree Tr cmn shares owned by Robertson Stephens Wealth Management

Quarter-by-quarter ownership of Wisdomtree Tr cmn (XSOE) shares owned by Robertson Stephens Wealth Management from 13F filings

Historical chart of Robertson Stephens Wealth Management investment in Wisdomtree Tr cmn

Tip: Access up to 7 years of quarterly data

All positions including Wisdomtree Tr cmn held by Robertson Stephens Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wisdomtree Tr cmn by Robertson Stephens Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.9M 100k 29.46

More positions owned by Robertson Stephens Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Rus 1000 Grw Etf (IWF)
Applovin Corp Com Cl A (APP)
Twilio Cl A (TWLO)
Ishares Tr Core Us Aggbd Et (AGG)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Rus 1000 Etf (IWB)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Ishares Core Msci Emkt (IEMG)

View all positions for Robertson Stephens Wealth Management

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