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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Top investors of Wisdomtree Tr cmn stock
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 | 3.8M | $126M | 0% | Sep 2024 |
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| Morgan Stanley | 3.5M | $107M | -8% | Jun 2024 |
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| Flow Traders US | 2.4M | $80M | 100% | Sep 2024 |
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| Jane Street | 2.1M | $68M | 1485% | Sep 2024 |
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| Bank of America Corporation | 2.0M | $67M | 0% | Sep 2024 |
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| Clal Insurance Enterprises Holdings | 1.8M | $60M | 0% | Sep 2024 |
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| ValMark Advisers | 1.6M | $53M | 2% | Sep 2024 |
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| LPL Financial | 1.4M | $47M | 4% | Sep 2024 |
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| Resources Investment Advisors | 1.3M | $44M | -18% | Sep 2024 |
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| Meitav Dash Investments | 1.3M | $41M | 0% | Sep 2024 |
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| Susquehanna International | 1.2M | $41M | 440% | Sep 2024 |
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| Old Mission Capital | 1.0M | $32M | -66% | Jun 2024 |
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| ESL Trust Services | 978k | $32M | 0% | Sep 2024 |
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| Wells Fargo & Company | 946k | $31M | 4% | Sep 2024 |
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| Advisor Group Holdings | 871k | $29M | 3% | Sep 2024 |
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| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet | 713k | $24M | 0% | Sep 2024 |
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| Charles Schwab Investment Management | 704k | $23M | -2% | Sep 2024 |
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| Citadel Advisors | 572k | $19M | 100% | Sep 2024 |
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| Elwood & Goetz Wealth Advisory Group | 499k | $15M | 5% | Jun 2024 |
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| Warren Street Wealth Advisors | 499k | $17M | 5% | Sep 2024 |
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| Townsquare Capital | 449k | $15M | 1802% | Sep 2024 |
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| Stifel Financial | 444k | $14M | -19% | Jun 2024 |
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| Jpmorgan Chase & Co | 389k | $13M | -26% | Sep 2024 |
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| Howard Financial Services | 382k | $13M | -4% | Sep 2024 |
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| Transamerica Financial Advisors | 380k | $13M | 0% | Sep 2024 |
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| Evermay Wealth Management | 307k | $10M | 6% | Sep 2024 |
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| Pallas Capital Advisors | 307k | $10M | 5% | Sep 2024 |
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| Sweet Financial Partners | 304k | $10M | 2% | Sep 2024 |
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| American Financial & Tax Strategies | 294k | $9.7M | 0% | Sep 2024 |
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| Michael S. Ryan | 293k | $9.7M | 3% | Sep 2024 |
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| Bsc Private Wealth Management | 287k | $9.5M | 6% | Sep 2024 |
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| Lodestar Private Asset Management | 279k | $9.2M | 0% | Sep 2024 |
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| Cetera Investment Advisers | 241k | $7.4M | 19% | Jun 2024 |
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| Invenio Wealth Partners | 235k | $7.2M | 11% | Jun 2024 |
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| Buckingham Asset Management | 218k | $6.7M | -2% | Jun 2024 |
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| Gould Asset Management | 215k | $7.1M | 26% | Sep 2024 |
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| Colony | 214k | $7.1M | 100% | Sep 2024 |
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| Royal Bank of Canada | 214k | $7.1M | 94% | Sep 2024 |
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| Sloy Dahl & Holst | 202k | $6.7M | 1% | Sep 2024 |
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| Howard Bailey Securities | 199k | $6.6M | 100% | Sep 2024 |
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| Goldstein Advisors | 193k | $6.4M | 10% | Sep 2024 |
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| WESCAP Management | 192k | $5.9M | 1% | Jun 2024 |
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| Commonwealth Equity Services | 174k | $5.8M | -4% | Sep 2024 |
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| Evergreen Private Wealth | 171k | $5.7M | 3% | Sep 2024 |
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| Refined Wealth Management | 167k | $5.5M | 2% | Sep 2024 |
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| Stewardship Advisors | 167k | $5.5M | 0% | Sep 2024 |
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| National Asset Management | 166k | $5.1M | 9% | Jun 2024 |
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| Envestnet Asset Management | 146k | $4.8M | 2% | Sep 2024 |
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| Stratos Wealth Partners | 140k | $4.6M | 5% | Sep 2024 |
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| Atria Investments | 138k | $4.6M | -5% | Sep 2024 |
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| Summit Wealth Partners | 137k | $4.5M | -7% | Sep 2024 |
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| Rise Advisors | 132k | $4.3M | 6% | Sep 2024 |
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| IFP Advisors | 130k | $4.0M | -1% | Jun 2024 |
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| Private Advisor | 129k | $4.3M | 11% | Sep 2024 |
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| Pinnacle Financial Partners | 127k | $4.2M | 4% | Sep 2024 |
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| Fermata Advisors | 124k | $4.1M | 5% | Sep 2024 |
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| D.A. Davidson & Co. | 117k | $3.6M | 5% | Jun 2024 |
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| Cedrus | 106k | $3.5M | 9% | Sep 2024 |
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| Bank of New York Mellon | 95k | $3.2M | 14% | Sep 2024 |
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| Wealth Management Resources | 93k | $3.1M | 4% | Sep 2024 |
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| Robertson Stephens Wealth Management | 89k | $2.9M | -11% | Sep 2024 |
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| Premier Path Wealth Partners | 82k | $2.7M | 5% | Sep 2024 |
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| NorthCrest Asset Manangement | 82k | $2.5M | 0% | Jun 2024 |
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| Insight Advisors, LLC/ PA | 81k | $2.7M | 6% | Sep 2024 |
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| Raymond James & Associates | 80k | $2.6M | -1% | Sep 2024 |
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| Smartleaf Asset Management | 71k | $2.4M | 2% | Sep 2024 |
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| H D Vest Advisory Services | 66k | $2.0M | 21% | Jun 2024 |
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| Yoder Wealth Management | 62k | $2.0M | -5% | Sep 2024 |
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| Leo Wealth | 58k | $1.9M | 2% | Sep 2024 |
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| Raymond James Financial Services Advisors | 57k | $1.9M | -17% | Sep 2024 |
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| XML Financial | 50k | $1.7M | -3% | Sep 2024 |
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| Drive Wealth Management | 49k | $1.6M | 9% | Sep 2024 |
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| Cambridge Investment Research Advisors | 49k | $1.6M | -7% | Sep 2024 |
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| Koss-Olinger Consulting | 49k | $1.6M | 4% | Sep 2024 |
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| Equitable Holdings | 48k | $1.5M | -15% | Jun 2024 |
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| Mivtachim The Workers Social Insurance Fund | 47k | $1.6M | 0% | Sep 2024 |
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| Montecito Bank & Trust | 46k | $1.5M | -1% | Sep 2024 |
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| Client 1st Advisory Group | 46k | $1.4M | -4% | Jun 2024 |
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| ETF Store | 46k | $1.5M | -13% | Sep 2024 |
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| Captrust Financial Advisors | 43k | $1.4M | -4% | Sep 2024 |
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| Rockefeller Capital Management | 43k | $1.3M | -21% | Jun 2024 |
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| Addison Capital | 42k | $1.4M | 8% | Sep 2024 |
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| Kestra Advisory Services | 42k | $1.4M | 0% | Sep 2024 |
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| Legacy Financial Group | 40k | $1.3M | -87% | Sep 2024 |
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| Exchange Capital Management | 39k | $1.3M | 12% | Sep 2024 |
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| EverSource Wealth Advisors | 38k | $1.2M | 3% | Sep 2024 |
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| Journey Strategic Wealth | 35k | $1.2M | 43% | Sep 2024 |
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| Baldwin Brothers | 34k | $1.1M | 100% | Sep 2024 |
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| Condor Capital Management | 33k | $1.1M | 3% | Sep 2024 |
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| Boston Financial Mangement | 32k | $1.1M | -21% | Sep 2024 |
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| MAI Wealth Advisors | 30k | $1.0M | 6% | Sep 2024 |
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| Beckerman Institutional | 30k | $976k | 100% | Sep 2024 |
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| Per Stirling Capital Management | 28k | $926k | 44% | Sep 2024 |
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| HighTower Advisors | 28k | $856k | -7% | Jun 2024 |
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| Patriot Financial Group Insurance Agency | 27k | $886k | 2% | Sep 2024 |
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| SFI Advisors | 27k | $881k | -4% | Sep 2024 |
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| Mayflower Financial Advisors | 26k | $863k | -1% | Sep 2024 |
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| Mml Investors Services | 26k | $860k | 67% | Sep 2024 |
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| Integrated Wealth Concepts | 26k | $847k | -1% | Sep 2024 |
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| Strategic Financial Concepts | 25k | $834k | -97% | Sep 2024 |
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| We Are One Seven | 25k | $831k | -14% | Sep 2024 |
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| Oxinas Partners Wealth Management | 25k | $820k | 64% | Sep 2024 |
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| Skyline Advisors | 23k | $764k | 1% | Sep 2024 |
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| FSA Advisors | 22k | $680k | -11% | Sep 2024 |
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| Avestar Capital | 21k | $652k | 100% | Jun 2024 |
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| Twin Peaks Wealth Advisors | 21k | $702k | -2% | Sep 2024 |
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| Melone Private Wealth | 21k | $688k | -4% | Sep 2024 |
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| Glen Eagle Advisors | 21k | $686k | 10% | Sep 2024 |
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| Perigon Wealth Management | 21k | $681k | 100% | Sep 2024 |
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| N.E.W. Advisory Services | 20k | $665k | 52% | Sep 2024 |
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| Ellis Investment Partners | 20k | $644k | 8% | Sep 2024 |
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| REDW Stanley Financial Advisors | 19k | $633k | -15% | Sep 2024 |
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| Dan Callahan | 18k | $598k | 18% | Sep 2024 |
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| Emerald Investment Partners | 18k | $580k | -8% | Sep 2024 |
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| RFG Advisory | 17k | $563k | -5% | Sep 2024 |
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| Mengis Capital Management | 17k | $558k | -5% | Sep 2024 |
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| Harbour Investments | 17k | $555k | 6% | Sep 2024 |
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| Geneos Wealth Management | 17k | $510k | 0% | Jun 2024 |
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| Webster Bank, N. A. | 16k | $540k | 0% | Sep 2024 |
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| Western Wealth Management | 16k | $539k | 52% | Sep 2024 |
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| Blackhawk Capital Partners | 16k | $528k | -2% | Sep 2024 |
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| Atomi Financial Group | 16k | $526k | -48% | Sep 2024 |
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| Nbc Securities | 16k | $522k | 2% | Sep 2024 |
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| Brian McDonald | 16k | $520k | 1% | Sep 2024 |
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| Beaumont Financial Advisors | 16k | $517k | 0% | Sep 2024 |
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| Herold Advisors | 16k | $513k | 0% | Sep 2024 |
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| HPM Partners | 15k | $497k | 100% | Sep 2024 |
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| Marshall Wace | 15k | $495k | 45% | Sep 2024 |
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| MBE Wealth Management | 15k | $494k | 0% | Sep 2024 |
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| Financial Advocates Investment Management | 14k | $474k | -44% | Sep 2024 |
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| Raymond James Trust | 14k | $471k | -5% | Sep 2024 |
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| U.S. Capital Wealth Advisors | 14k | $450k | 0% | Sep 2024 |
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| CI Private Wealth | 13k | $429k | 5% | Sep 2024 |
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| Steward Partners Investment Advisory | 13k | $398k | -2% | Jun 2024 |
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| Security Financial Services | 13k | $425k | -1% | Sep 2024 |
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| OMNI 360 Wealth | 13k | $414k | 1% | Sep 2024 |
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| CoreCap Advisors | 12k | $403k | -5% | Sep 2024 |
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| Fifth Third Securities | 12k | $389k | -3% | Sep 2024 |
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| Merit Financial Group | 11k | $373k | -1% | Sep 2024 |
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| United Advisor Group | 11k | $365k | -8% | Sep 2024 |
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| Harbor Advisory Corp | 11k | $355k | 0% | Sep 2024 |
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| Sanctuary Advisors | 11k | $315k | 100% | Jun 2024 |
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| Thrivent Financial for Lutherans | 11k | $353k | 100% | Sep 2024 |
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| Atria Wealth Solutions | 11k | $346k | -11% | Sep 2024 |
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| Revolve Wealth Partners | 10k | $336k | -14% | Sep 2024 |
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| Chicago Partners Investment | 9.8k | $320k | 14% | Sep 2024 |
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| WealthPlan Investment Management | 9.8k | $329k | 5% | Sep 2024 |
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| Golden State Equity Partners | 9.8k | $324k | -1% | Sep 2024 |
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| Procyon Private Wealth Partners | 9.6k | $317k | 2% | Sep 2024 |
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| Feltz Wealth PLAN | 9.4k | $310k | -9% | Sep 2024 |
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| Pnc Financial Services | 0 | $0 | -100% | Sep 2024 |
|
Who sold out of Wisdomtree Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bulltick Wealth Management | Mar 2024 | 294k | $8.7M |
| Segment Wealth Management | Jun 2024 | 119k | $3.7M |
| Bank of Nova Scotia | Mar 2024 | 40k | $1.2M |
| Mendel Money Management | Jun 2024 | 35k | $1.1M |
| GSA Capital Partners | Jun 2024 | 30k | $908k |
| Afg Fiduciary Services Limited Partnership | Jun 2024 | 20k | $623k |
| Mutual Advisors | Jun 2024 | 16k | $490k |
| Cabot Money Management | Jun 2024 | 9.6k | $295k |