Who owns Wisdomtree Tr cmn?
- Ticker: XSOE
- CUSIP Number: 97717x578
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr cmn with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Wisdomtree Tr cmn this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Harel Insurance Investments & Financial Services | 4.8M | $139M | 0% | Dec 2023 |
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ValMark Advisers | 2.4M | $69M | 1% | Dec 2023 |
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Bank of America Corporation | 1.9M | $54M | -8% | Dec 2023 |
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UBS Group | 1.6M | $46M | -6% | Dec 2023 |
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Meitav Dash Investments | 1.4M | $39M | 0% | Dec 2023 |
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Advisor Group Holdings | 1.0M | $30M | -7% | Dec 2023 |
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ESL Trust Services | 771k | $22M | 0% | Dec 2023 |
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Charles Schwab Investment Management | 731k | $21M | 1% | Dec 2023 |
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet | 713k | $21M | 0% | Dec 2023 |
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Legacy Financial Group | 641k | $19M | 1854% | Mar 2024 |
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Jpmorgan Chase & Co | 585k | $17M | 52% | Dec 2023 |
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Stifel Financial | 573k | $17M | -18% | Dec 2023 |
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Elwood & Goetz Wealth Advisory Group | 477k | $14M | 7% | Mar 2024 |
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Warren Street Wealth Advisors | 438k | $13M | 4% | Dec 2023 |
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Howard Financial Services | 369k | $11M | 2% | Mar 2024 |
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Transamerica Financial Advisors | 349k | $10M | -7% | Dec 2023 |
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Emerald Investment Partners | 317k | $9.2M | -5% | Dec 2023 |
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Bulltick Wealth Management | 301k | $8.7M | -3% | Dec 2023 |
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Sweet Financial Partners | 291k | $8.6M | 11% | Mar 2024 |
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Evermay Wealth Management | 291k | $8.4M | 11% | Dec 2023 |
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Pallas Capital Advisors | 280k | $8.2M | 6% | Mar 2024 |
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Lodestar Private Asset Management | 280k | $8.2M | 1% | Mar 2024 |
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AE Wealth Management | 273k | $7.6M | -13% | Dec 2023 |
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Wells Fargo & Company | 248k | $7.1M | -13% | Dec 2023 |
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Buckingham Asset Management | 243k | $7.0M | -4% | Dec 2023 |
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Bsc Private Wealth Management | 242k | $7.0M | 27% | Dec 2023 |
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National Asset Management | 241k | $7.0M | 59% | Dec 2023 |
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Jane Street | 222k | $6.4M | -41% | Dec 2023 |
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Commonwealth Equity Services | 206k | $5.9M | 3% | Dec 2023 |
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Sloy Dahl & Holst | 203k | $6.0M | 8% | Mar 2024 |
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WESCAP Management | 191k | $5.5M | -5% | Dec 2023 |
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Royal Bank of Canada | 191k | $5.5M | 17% | Dec 2023 |
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We Are One Seven | 186k | $5.4M | 3% | Dec 2023 |
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Evergreen Private Wealth | 165k | $4.9M | 88% | Mar 2024 |
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Michael S. Ryan | 163k | $4.7M | 11% | Dec 2023 |
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HighTower Advisors | 162k | $4.7M | -5% | Dec 2023 |
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Refined Wealth Management | 162k | $4.8M | 1% | Mar 2024 |
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Private Advisor | 159k | $4.6M | -2% | Dec 2023 |
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Betterment | 152k | $4.4M | 5% | Dec 2023 |
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Cambridge Investment Research Advisors | 150k | $4.4M | -1% | Mar 2024 |
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Atria Investments | 141k | $4.1M | 110% | Dec 2023 |
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Goldstein Advisors | 140k | $4.1M | 6% | Dec 2023 |
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Stratos Wealth Partners | 131k | $3.9M | 5% | Mar 2024 |
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IFP Advisors | 126k | $3.6M | 0% | Dec 2023 |
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Invenio Wealth Partners | 118k | $3.4M | 51% | Dec 2023 |
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Rise Advisors | 118k | $3.5M | -1% | Mar 2024 |
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Segment Wealth Management | 114k | $3.4M | 5% | Mar 2024 |
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D.A. Davidson & Co. | 114k | $3.3M | -1% | Dec 2023 |
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Fermata Advisors | 113k | $3.3M | -2% | Mar 2024 |
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Stewardship Advisors | 110k | $3.3M | -1% | Mar 2024 |
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Flow Traders US | 102k | $2.9M | 635% | Dec 2023 |
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Pinnacle Financial Partners | 102k | $2.9M | 4% | Dec 2023 |
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Atomi Financial Group | 100k | $2.9M | 30% | Dec 2023 |
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Cedrus | 92k | $2.7M | 10% | Mar 2024 |
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Raymond James Financial Services Advisors | 89k | $2.6M | -36% | Mar 2024 |
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ETF Store | 85k | $2.4M | 4% | Dec 2023 |
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Raymond James & Associates | 83k | $2.4M | -27% | Mar 2024 |
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NorthCrest Asset Manangement | 82k | $2.4M | 6% | Mar 2024 |
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Integrity Financial Corp | 81k | $2.3M | -5% | Dec 2023 |
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Wealth Management Resources | 81k | $2.4M | 17% | Mar 2024 |
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Premier Path Wealth Partners | 76k | $2.2M | 30% | Mar 2024 |
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Beacon Financial | 70k | $2.0M | 100% | Dec 2023 |
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Golden State Equity Partners | 69k | $2.0M | 8% | Dec 2023 |
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Bank of New York Mellon | 67k | $2.0M | 36% | Mar 2024 |
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Yoder Wealth Management | 66k | $2.0M | -9% | Mar 2024 |
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Captrust Financial Advisors | 66k | $1.9M | -27% | Dec 2023 |
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Leo Wealth | 59k | $1.7M | 100% | Dec 2023 |
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Insight Advisors, LLC/ PA | 55k | $1.6M | -24% | Dec 2023 |
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Smartleaf Asset Management | 52k | $1.5M | 100% | Dec 2023 |
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Mutual Advisors | 51k | $1.5M | 100% | Dec 2023 |
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Sowell Financial Services | 48k | $1.4M | -7% | Dec 2023 |
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H D Vest Advisory Services | 48k | $1.4M | 12% | Dec 2023 |
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Mivtachim The Workers Social Insurance Fund | 47k | $1.4M | 0% | Dec 2023 |
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Montecito Bank & Trust | 47k | $1.4M | 12% | Mar 2024 |
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Encompass More Asset Management | 46k | $1.3M | 100% | Dec 2023 |
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Bank of Nova Scotia | 44k | $1.3M | -2% | Dec 2023 |
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Kestra Advisory Services | 44k | $1.3M | -67% | Dec 2023 |
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Drive Wealth Management | 42k | $1.2M | 20% | Mar 2024 |
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Klr Investment Advisors | 39k | $1.1M | -30% | Mar 2024 |
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Mayflower Financial Advisors | 39k | $1.1M | -2% | Dec 2023 |
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MAI Wealth Advisors | 36k | $1.0M | -25% | Dec 2023 |
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HPM Partners | 34k | $970k | 100% | Dec 2023 |
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Exchange Capital Management | 34k | $989k | 13% | Mar 2024 |
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Financial Advocates Investment Management | 31k | $897k | -12% | Dec 2023 |
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SFI Advisors | 30k | $858k | -6% | Dec 2023 |
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Mendel Money Management | 30k | $851k | 5% | Dec 2023 |
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Condor Capital Management | 29k | $847k | 7% | Dec 2023 |
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U.S. Capital Wealth Advisors | 28k | $815k | -26% | Dec 2023 |
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Tompkins Financial Corp | 27k | $788k | -43% | Mar 2024 |
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Afg Fiduciary Services Limited Partnership | 27k | $798k | -26% | Mar 2024 |
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REDW Stanley Financial Advisors | 26k | $754k | -27% | Dec 2023 |
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EverSource Wealth Advisors | 26k | $748k | 16% | Dec 2023 |
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Treynor Bancshares | 25k | $732k | 0% | Dec 2023 |
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CoreCap Advisors | 25k | $727k | -2% | Dec 2023 |
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Patriot Financial Group Insurance Agency | 25k | $721k | -5% | Dec 2023 |
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Strategic Financial Concepts | 25k | $729k | 100% | Mar 2024 |
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Melone Private Wealth | 25k | $714k | -86% | Dec 2023 |
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Journey Strategic Wealth | 24k | $694k | 100% | Dec 2023 |
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Skyline Advisors | 23k | $680k | 0% | Mar 2024 |
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Twin Peaks Wealth Advisors | 22k | $651k | -9% | Mar 2024 |
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Mengis Capital Management | 20k | $565k | -6% | Dec 2023 |
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Citadel Advisors | 18k | $526k | -93% | Dec 2023 |
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Perigon Wealth Management | 18k | $515k | -14% | Dec 2023 |
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Geneos Wealth Management | 18k | $512k | -69% | Dec 2023 |
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Blackhawk Capital Partners | 18k | $512k | -10% | Dec 2023 |
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Goldman Sachs Group | 18k | $512k | 100% | Dec 2023 |
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Raymond James Trust | 17k | $513k | 0% | Mar 2024 |
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Herold Advisors | 17k | $502k | -27% | Dec 2023 |
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Ellis Investment Partners | 17k | $507k | 2% | Mar 2024 |
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Webster Bank, N. A. | 17k | $494k | 0% | Mar 2024 |
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Cabot Money Management | 16k | $460k | 0% | Dec 2023 |
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Beaumont Financial Advisors | 16k | $452k | -9% | Dec 2023 |
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RFG Advisory | 16k | $456k | 10% | Mar 2024 |
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Streettalk Advisors | 15k | $439k | -17% | Dec 2023 |
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MBE Wealth Management | 15k | $442k | -9% | Mar 2024 |
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Nbc Securities | 14k | $413k | 69% | Mar 2024 |
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N.E.W. Advisory Services | 14k | $409k | 31% | Mar 2024 |
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Dan Callahan | 14k | $406k | 3% | Mar 2024 |
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Steward Partners Investment Advisory | 13k | $383k | 1% | Dec 2023 |
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Fifth Third Securities | 13k | $376k | -3% | Mar 2024 |
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Harbour Investments | 13k | $369k | 16% | Dec 2023 |
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Merit Financial Group | 12k | $353k | -30% | Dec 2023 |
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Revolve Wealth Partners | 12k | $359k | -10% | Mar 2024 |
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My Legacy Advisors | 12k | $339k | -54% | Dec 2023 |
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Atria Wealth Solutions | 12k | $344k | -33% | Dec 2023 |
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CI Private Wealth | 12k | $342k | -43% | Dec 2023 |
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Rockefeller Capital Management | 12k | $339k | 100% | Dec 2023 |
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Strategic Blueprint | 12k | $342k | -55% | Mar 2024 |
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Western Wealth Management | 12k | $334k | -11% | Dec 2023 |
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OMNI 360 Wealth | 11k | $321k | -5% | Mar 2024 |
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Harbor Advisory Corp | 11k | $310k | 0% | Dec 2023 |
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Chicago Partners Investment | 10k | $288k | -2% | Mar 2024 |
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Security Financial Services | 9.8k | $288k | 3% | Mar 2024 |
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Oxinas Partners Wealth Management | 9.5k | $280k | 22% | Mar 2024 |
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Janney Montgomery Scott | 9.4k | $272k | -29% | Dec 2023 |
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Modera Wealth Management | 9.4k | $271k | 0% | Dec 2023 |
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Feltz Wealth PLAN | 9.2k | $265k | -6% | Dec 2023 |
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Woodmont Investment Counsel | 9.2k | $270k | -53% | Mar 2024 |
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WealthPlan Investment Management | 8.8k | $256k | -22% | Dec 2023 |
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Procyon Private Wealth Partners | 8.5k | $250k | -87% | Mar 2024 |
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Hibernia Wealth Partners | 8.5k | $245k | -15% | Dec 2023 |
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Keystone Financial Group | 8.4k | $241k | -12% | Dec 2023 |
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Mason & Associates | 8.3k | $244k | 0% | Mar 2024 |
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Camden Capital | 7.9k | $229k | -35% | Dec 2023 |
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UMA Financial Services | 7.8k | $221k | 100% | Mar 2024 |
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Amplius Wealth Advisors | 7.6k | $223k | -4% | Mar 2024 |
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Quadcap Wealth Management | 7.3k | $211k | 100% | Dec 2023 |
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Axxcess Wealth Management | 7.3k | $211k | -18% | Dec 2023 |
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Capital Asset Advisory Services | 7.1k | $210k | -3% | Mar 2024 |
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Key FInancial | 2.6k | $76k | -63% | Dec 2023 |
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Who sold out of Wisdomtree Tr cmn?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Vertex Planning Partners | Sep 2023 | 261k | $7.0M |
O'Connor Financial Group | Dec 2023 | 84k | $2.4M |
Mariner Wealth Advisors | Sep 2023 | 57k | $1.5M |
Koss-Olinger Consulting | Sep 2023 | 45k | $1.2M |
GSA Capital Partners | Sep 2023 | 34k | $914k |
Arcadia Wealth Management | Sep 2023 | 13k | $348k |
Bensler | Sep 2023 | 11k | $296k |
Strait & Sound Wealth Management | Sep 2023 | 10k | $267k |
SageView Advisory Group | Sep 2023 | 8.2k | $219k |
White Pine Capital | Sep 2023 | 8.1k | $216k |
Arq Wealth Advisors | Sep 2023 | 7.9k | $211k |
Sightline Wealth Advisors | Dec 2023 | 7.3k | $211k |