News + Filings Holdings
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Colonial River Wealth Management, LLC
> XSOE
| Date | Name | Ticker | Shares | Change | Value | Change | Price |
| 06/30/2023 | WisdomTree Trust | XSOE | 0 | -19,981 | 0 | -573,000 | |
| 06/30/2022 | WisdomTree Trust | XSOE | 19,981 | 4,535 | 573,000 | 69,000 | $28.68 |
| 03/31/2022 | WisdomTree Trust | XSOE | 15,446 | 3,266 | 504,000 | 55,000 | $32.63 |
| 12/31/2021 | WisdomTree Trust | XSOE | 12,180 | -16,217 | 449,000 | -643,000 | $36.86 |
| 09/30/2021 | WisdomTree Trust | XSOE | 28,397 | 18,874 | 1,092,000 | 691,000 | $38.45 |
| 06/30/2021 | WisdomTree Trust | XSOE | 9,523 | 2,347 | 401,000 | 109,000 | $42.11 |
| 03/31/2021 | WisdomTree Trust | XSOE | 7,176 | 7,176 | 292,000 | 292,000 | $40.69 |
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