SEC 13F Intelligence

O'connor Financial Group LLC / XSOE

O'connor Financial Group LLC’s Wisdomtree Tr Position

Does O'connor Financial Group LLC own Wisdomtree Tr (XSOE)? Not currently — the last reported position was 84.4K shares worth $2M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$2M
Q4 2023
Shares
84.4K
% of Portfolio
+1.51%
Quarters Held
4
position exited

Position History XSOE

Reported value by quarter
Q1 ’23: $2MQ1 ’23Q2 ’23: $2MQ2 ’23Q3 ’23: $2MQ3 ’23Q4 ’23: $2MQ4 ’23filingsflow.com
QuarterSharesValue% of Portfolio
Q4 202384.4K$2M+1.51%
Q3 202376.7K$2M+1.40%
Q2 202368.2K$2M+1.32%
Q1 202362.3K$2M+1.30%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See O'connor Financial Group LLC’s full portfolio or all institutional holders of XSOE.