News + Filings Holdings
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Compass Ion Advisors, LLC
> XSOE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | WisdomTree Trust | XSOE | 225,860 | -11,056 | 6,312,797,000 | 6,306,964,000 | $27,950.04 |
| 09/30/2022 | WisdomTree Trust | XSOE | 236,916 | 13,881 | 5,833,000 | -564,000 | $24.62 |
| 06/30/2022 | WisdomTree Trust | XSOE | 223,035 | 8,247 | 6,397,000 | -1,518,000 | $28.68 |
| 12/31/2021 | WisdomTree Trust | XSOE | 214,788 | -70,890 | 7,915,000 | -2,746,000 | $36.85 |
| 09/30/2021 | WisdomTree Trust | XSOE | 285,678 | 19,868 | 10,661,000 | -522,000 | $37.32 |
| 06/30/2021 | WisdomTree Trust | XSOE | 265,810 | 73,928 | 11,183,000 | 3,571,000 | $42.07 |
| 12/31/2020 | WisdomTree Trust | XSOE | 191,882 | 12,512 | 7,612,000 | 1,573,000 | $39.67 |
| 09/30/2020 | WisdomTree Trust | XSOE | 179,370 | 179,370 | 6,039,000 | 6,039,000 | $33.67 |
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