SEC 13F Intelligence

Tillar-Wenstrup Advisors, LLC / XSOE

Tillar-Wenstrup Advisors, LLC’s Wisdomtree Tr Position

Does Tillar-Wenstrup Advisors, LLC own Wisdomtree Tr (XSOE)? Not currently — the last reported position was 91.7K shares worth $4M in Q2 2021; the fund’s latest 13F (Q4 2023) no longer reports it.

Position Value
$4M
Q2 2021
Shares
91.7K
% of Portfolio
+1.76%
Quarters Held
2
position exited

Position History XSOE

Reported value by quarter
Q1 ’21: $4MQ1 ’21Q2 ’21: $4MQ2 ’21filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202191.7K$4M+1.76%
Q1 202194.1K$4M+1.87%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Tillar-Wenstrup Advisors, LLC’s full portfolio or all institutional holders of XSOE.