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XSOEXSOE
17 quarters

Position history for ASSETMARK, INCASSETMARK, INC's holdings in WISDOMTREE TR

ASSETMARK, INC holds 3,319 shares of XSOE (WISDOMTREE TR), worth $163,228 as of 2026-Q2. The position was decreased (-1.7% shares). XSOE represents 0.0% of ASSETMARK, INC's portfolio.

Current Value

$163,228

Current Shares

3,319

Total Value Change

+$161,228

Total Shares Change

+3,274

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
3,319
-1.7%
$163,2280.0%$49.18
0
2026-Q1
Increased
3,377
+6.0%
$135,4180.0%$41.38
24
2025-Q4
Increased
3,186
+3.5%
$124,3180.0%$39.14
23
2025-Q3
Increased
3,079
+66.4%
$116,8170.0%$37.65
32
2025-Q2
Increased
1,850
+45.9%
$63,7880.0%$34.00
29
2025-Q1
Increased
1,268
+2.1%
$39,1430.0%$30.48
20
2024-Q4
Decreased
1,242
-35.8%
$37,8560.0%$30.13
0
2024-Q3
New
1,935
-
$63,9130.0%$32.84
29
2024-Q1
Exited
0
-100.0%
$00.0%$28.60
0
2023-Q4
New
385
-
$11,1190.0%$28.03
27
2022-Q1
Exited
0
-100.0%
$00.0%$30.95
0
2021-Q4
Decreased
269
-98.7%
$10,0000.0%$34.39
0
2021-Q3
Decreased
20,262
-2.7%
$756,0000.0%$34.40
0
2021-Q2
Decreased
20,828
-99.4%
$876,0000.0%$39.10
0
2021-Q1
Increased
3.6M
+158x
$144.8M0.7%$37.25
69
2020-Q4
Increased
22,428
+497x
$890,0000.0%$36.51
40
2020-Q3
New
45
-
$2,0000.0%$30.32
17

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

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