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XSOEXSOE
25 quarters

Position history for D.A. DAVIDSON & CO.D.A. DAVIDSON & CO.'s holdings in WISDOMTREE TR

D.A. DAVIDSON & CO. holds 114,908 shares of XSOE (WISDOMTREE TR), worth $5.7M as of 2026-Q2. The position was decreased (-0.3% shares). XSOE represents 0.0% of D.A. DAVIDSON & CO.'s portfolio.

Current Value

$5.7M

Current Shares

114,908

Total Value Change

+$3.4M

Total Shares Change

+40,823

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
114,908
-0.3%
$5.7M0.0%$49.18
0
2026-Q1
Decreased
115,199
-1.7%
$4.6M0.0%$41.38
0
2025-Q4
Decreased
117,180
-0.6%
$4.6M0.0%$39.14
0
2025-Q3
Decreased
117,829
-2.2%
$4.5M0.0%$37.65
0
2025-Q2
Increased
120,509
+2.3%
$4.2M0.0%$34.00
27
2025-Q1
Increased
117,783
+2.1%
$3.6M0.0%$30.48
27
2024-Q4
Increased
115,350
+0.1%
$3.5M0.0%$30.13
26
2024-Q3
Decreased
115,206
-1.6%
$3.8M0.0%$32.84
0
2024-Q2
Increased
117,022
+4.6%
$3.6M0.0%$29.88
28
2024-Q1
Decreased
111,900
-1.5%
$3.3M0.0%$28.60
0
2023-Q4
Decreased
113,580
-1.0%
$3.3M0.0%$28.03
0
2023-Q3
Decreased
114,766
-3.1%
$3.1M0.0%$25.73
0
2023-Q2
Decreased
118,490
-5.6%
$3.3M0.0%$26.55
0
2023-Q1
Decreased
125,480
-9.5%
$3.5M0.0%$26.55
0
2022-Q4
Decreased
138,653
-0.1%
$3.7M0.0%$25.42
0
2022-Q3
Increased
138,802
+5.0%
$3.4M0.0%$23.55
28
2022-Q2
Increased
132,223
+4.4%
$3.8M0.0%$27.20
28
2022-Q1
Increased
126,659
+11.1%
$4.1M0.0%$30.95
30
2021-Q4
Increased
114,002
+3.3%
$4.2M0.0%$34.39
28
2021-Q3
Increased
110,364
+9.3%
$4.1M0.0%$34.40
29
2021-Q2
Increased
100,964
+15.2%
$4.2M0.0%$39.10
31
2021-Q1
Increased
87,653
+9.9%
$3.6M0.0%$37.25
29
2020-Q4
Decreased
79,753
-1.5%
$3.2M0.0%$36.51
0
2020-Q3
Increased
80,953
+9.3%
$2.7M0.0%$30.32
29
2020-Q2
New
74,085
-
$2.2M0.0%$27.32
36

Other major holders of XSOE: Steward Partners Investment Advisory, LLC, LPL Financial LLC, JANE STREET GROUP, LLC

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