Ownership history in COMMONWEALTH EQUITY SERVICES, LLC · 31 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, 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.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 174,491 | -3,855 | -2.2% | 0.01% | $6.6M | $37.71 |
| 2025 Q2 | ADDED | 178,346 | +1,002 | +0.6% | 0.01% | $6.1M | $34.10 |
| 2025 Q1 | ADDED | 177,344 | +1,375 | +0.8% | 0.01% | $5.5M | $30.39 |
| 2024 Q4 | ADDED | 175,969 | +1,548 | +0.9% | 0.01% | $5.4M | $30.00 |
| 2024 Q3 | REDUCED | 174,421 | -7,463 | -4.1% | 0.01% | $5.8M | $32.38 |
| 2024 Q2 | REDUCED | 181,884 | -36,584 | -16.7% | 0.01% | $5.6M | $29.88 |
| 2024 Q1 | ADDED | 218,468 | +12,719 | +6.2% | 0.01% | $6.4M | $28.60 |
| 2023 Q4 | ADDED | 205,749 | +6,689 | +3.4% | 0.01% | $5.9M | $28.03 |
| 2023 Q3 | REDUCED | 199,060 | -3,816 | -1.9% | 0.01% | $5.3M | $25.73 |
| 2023 Q2 | REDUCED | 202,876 | -37,196 | -15.5% | 0.01% | $5.7M | $26.81 |
As of 2025 Q4 — sorted by position size