XSOE — WISDOMTREE TR

Ownership history in CEDRUS LLC  ·  4 quarters on record

This page tracks every 13F SEC filing in which CEDRUS LLC reported a position in WISDOMTREE TR (XSOE). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.5% (2023 Q4)
Avg. % of fund
1.44%
First filed
2023 Q4
Last filed
2024 Q3
Quarters held
4
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 ADDED 106,393 +9,199 +9.5% 1.30% $3.5M $32.38
2024 Q2 ADDED 97,194 +4,941 +5.4% 1.49% $3.0M $29.88
2024 Q1 ADDED 92,253 +8,604 +10.3% 1.48% $2.7M $28.60
2023 Q4 INITIATED 83,649 — — 1.50% $2.4M —
% of Fund (quarterly)    XSOE price (monthly, adj. close)

Other funds also holding XSOE

As of 2025 Q4 — sorted by position size

Marathon Mission, Inc. 10.61% Warren Street Wealth Advisors, LLC 3Y 6.3% Algorithmic Investment Models, LLC 3Y 5.05% AMERICAN FINANCIAL & TAX STRATEGIES INC 4.88% WEALTH MANAGEMENT RESOURCES, INC. 3Y 4.35% Elwood & Goetz Wealth Advisory Group, LLC 3Y 7Y 4.17% SENTINEL WEALTH MANAGEMENT, INC. 3.74% INVENIO WEALTH PARTNERS LLC 2.96% Evergreen Private Wealth LLC 2.61% GOULD ASSET MANAGEMENT LLC /CA/ 3Y 7Y 1.72%
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