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
Download as csv
Download as Excel
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 |
|---|---|---|---|---|---|
| Resources Investment Advisors | 3.7M | $142M | 11% | Sep 2025 |
|
| Morgan Stanley | 2.8M | $96M | 100% | Jun 2025 |
|
| ValMark Advisers | 1.7M | $63M | 1% | Sep 2025 |
|
| LPL Financial | 1.6M | $59M | 2% | Sep 2025 |
|
| State of Wisconsin Investment Board | 1.4M | $54M | 0% | Sep 2025 |
|
| Clal Insurance Enterprises Holdings | 1.4M | $52M | 0% | Sep 2025 |
|
| Wells Fargo & Company | 1.3M | $49M | 5% | Sep 2025 |
|
| UBS Group | 1.3M | $49M | 13% | Sep 2025 |
|
| Meitav Dash Investments | 1.2M | $45M | 0% | Sep 2025 |
|
| ESL Trust Services | 958k | $36M | -2% | Sep 2025 |
|
| Advisor Group Holdings | 832k | $32M | 1% | Sep 2025 |
|
| Charles Schwab Investment Management | 727k | $28M | -9% | Sep 2025 |
|
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet | 713k | $27M | 0% | Sep 2025 |
|
| Elwood & Goetz Wealth Advisory Group | 593k | $23M | 4% | Sep 2025 |
|
| Warren Street Wealth Advisors | 579k | $22M | -1% | Sep 2025 |
|
| Pallas Capital Advisors | 508k | $19M | 4% | Sep 2025 |
|
| Michael S. Ryan | 464k | $18M | -1% | Sep 2025 |
|
| Transamerica Financial Advisors | 394k | $15M | 0% | Sep 2025 |
|
| Cetera Investment Advisers | 350k | $13M | 22% | Sep 2025 |
|
| Wealth Management Resources | 320k | $12M | 3% | Sep 2025 |
|
| Lodestar Private Asset Management | 309k | $12M | 4% | Sep 2025 |
|
| Howard Financial Services | 302k | $11M | -1% | Sep 2025 |
|
| CWM | 276k | $11M | -6% | Sep 2025 |
|
| Stifel Financial | 268k | $10M | -1% | Sep 2025 |
|
| American Financial & Tax Strategies | 261k | $9.9M | -5% | Sep 2025 |
|
| Gould Asset Management | 256k | $9.7M | 15% | Sep 2025 |
|
| Sloy Dahl & Holst | 239k | $9.1M | 1% | Sep 2025 |
|
| Goldstein Advisors | 226k | $8.6M | 1% | Sep 2025 |
|
| Ameriprise Financial | 219k | $8.3M | -5% | Sep 2025 |
|
| We Are One Seven | 208k | $7.9M | 4% | Sep 2025 |
|
| Invenio Wealth Partners | 202k | $7.7M | -5% | Sep 2025 |
|
| Evermay Wealth Management | 195k | $7.4M | -54% | Sep 2025 |
|
| Betterment | 190k | $7.2M | 1% | Sep 2025 |
|
| Colony | 182k | $6.9M | -3% | Sep 2025 |
|
| WESCAP Management | 181k | $6.9M | -3% | Sep 2025 |
|
| Atria Investments | 178k | $6.7M | -3% | Sep 2025 |
|
| Evergreen Private Wealth | 175k | $6.6M | -3% | Sep 2025 |
|
| Commonwealth Equity Services | 175k | $6.6M | -2% | Sep 2025 |
|
| Bank of New York Mellon | 169k | $6.4M | 11% | Sep 2025 |
|
| Howard Bailey Securities | 158k | $6.0M | -13% | Sep 2025 |
|
| Stratos Wealth Partners | 154k | $5.9M | -8% | Sep 2025 |
|
| Pinnacle Financial Partners | 150k | $5.7M | 10% | Sep 2025 |
|
| Jpmorgan Chase & Co | 140k | $5.3M | 2% | Sep 2025 |
|
| Defined Financial Planning | 136k | $5.3M | -5% | Sep 2025 |
|
| Envestnet Asset Management | 119k | $4.5M | -7% | Sep 2025 |
|
| IFP Advisors | 118k | $4.5M | -5% | Sep 2025 |
|
| D.A. Davidson & Co. | 118k | $4.5M | -2% | Sep 2025 |
|
| Sentinel Wealth Management | 110k | $4.2M | 9% | Sep 2025 |
|
| Beaumont Capital Management | 108k | $4.1M | -10% | Sep 2025 |
|
| Private Advisor | 101k | $3.8M | -2% | Sep 2025 |
|
| Insight Advisors, LLC/ PA | 100k | $3.8M | 0% | Sep 2025 |
|
| National Asset Management | 100k | $3.8M | 1% | Sep 2025 |
|
| Premier Path Wealth Partners | 90k | $3.4M | 3% | Sep 2025 |
|
| SK Wealth Management | 89k | $3.4M | -4% | Sep 2025 |
|
| Raymond James Financial | 82k | $3.1M | -31% | Sep 2025 |
|
| Smartleaf Asset Management | 80k | $3.0M | 3% | Sep 2025 |
|
| Flow Traders US | 78k | $3.0M | 100% | Sep 2025 |
|
| Addison Capital | 74k | $2.8M | 31% | Sep 2025 |
|
| H D Vest Advisory Services | 73k | $2.5M | 1% | Jun 2025 |
|
| Castlekeep Investment Advisors | 68k | $2.6M | 5% | Sep 2025 |
|
| Encompass More Asset Management | 62k | $2.4M | 100% | Sep 2025 |
|
| Royal Bank of Canada | 59k | $2.2M | 106% | Sep 2025 |
|
| Journey Strategic Wealth | 59k | $2.2M | -2% | Sep 2025 |
|
| Yoder Wealth Management | 56k | $2.1M | -2% | Sep 2025 |
|
| Equitable Holdings | 55k | $2.1M | 12% | Sep 2025 |
|
| Concurrent Investment Advisors | 54k | $2.0M | -13% | Sep 2025 |
|
| Glen Eagle Advisors | 49k | $1.8M | 5% | Sep 2025 |
|
| Lido Advisors | 48k | $1.8M | 100% | Sep 2025 |
|
| Koss-Olinger Consulting | 48k | $1.7M | 0% | Sep 2025 |
|
| XML Financial | 48k | $1.8M | 0% | Sep 2025 |
|
| Mivtachim The Workers Social Insurance Fund | 47k | $1.8M | 0% | Sep 2025 |
|
| Croban | 46k | $1.7M | 53% | Sep 2025 |
|
| Exchange Capital Management | 46k | $1.6M | 4% | Jun 2025 |
|
| Drive Wealth Management | 46k | $1.7M | -5% | Sep 2025 |
|
| Captrust Financial Advisors | 43k | $1.6M | -11% | Sep 2025 |
|
| Montecito Bank & Trust | 42k | $1.6M | -4% | Sep 2025 |
|
| Kestra Advisory Services | 40k | $1.5M | 2% | Sep 2025 |
|
| Per Stirling Capital Management | 39k | $1.5M | 5% | Sep 2025 |
|
| Cambridge Investment Research Advisors | 38k | $1.5M | -6% | Sep 2025 |
|
| Client 1st Advisory Group | 37k | $1.4M | 0% | Sep 2025 |
|
| Skyline Advisors | 36k | $1.4M | 8% | Sep 2025 |
|
| Condor Capital Management | 36k | $1.4M | 1% | Sep 2025 |
|
| Oxinas Partners Wealth Management | 36k | $1.4M | 1% | Sep 2025 |
|
| Blackhawk Capital Partners | 35k | $1.3M | 112% | Sep 2025 |
|
| MAI Wealth Advisors | 34k | $1.3M | 8% | Sep 2025 |
|
| Summit Wealth Partners | 33k | $1.3M | -14% | Sep 2025 |
|
| Robertson Stephens Wealth Management | 33k | $1.3M | -1% | Sep 2025 |
|
| Beaumont Financial Advisors | 33k | $1.2M | -3% | Sep 2025 |
|
| EverSource Wealth Advisors | 31k | $1.2M | -18% | Sep 2025 |
|
| Nbc Securities | 31k | $1.2M | 9% | Sep 2025 |
|
| Rockefeller Capital Management | 29k | $1.1M | 0% | Sep 2025 |
|
| Beckerman Institutional | 29k | $1.1M | -3% | Sep 2025 |
|
| Integrated Wealth Concepts | 29k | $1.1M | -7% | Sep 2025 |
|
| Citadel Advisors | 27k | $1.0M | 100% | Sep 2025 |
|
| Dan Callahan | 26k | $974k | -2% | Sep 2025 |
|
| Thrivent Financial for Lutherans | 26k | $971k | 100% | Sep 2025 |
|
| Perigon Wealth Management | 26k | $967k | -5% | Sep 2025 |
|
| N.E.W. Advisory Services | 25k | $946k | 7% | Sep 2025 |
|
| IHT Wealth Management | 24k | $926k | 0% | Sep 2025 |
|
| SFI Advisors | 24k | $916k | -4% | Sep 2025 |
|
| Fischer Financial Services | 23k | $883k | 10% | Sep 2025 |
|
| Strategic Wealth Partners | 22k | $852k | 100% | Sep 2025 |
|
| Ellis Investment Partners | 21k | $807k | 2% | Sep 2025 |
|
| ETF Store | 21k | $807k | 3% | Sep 2025 |
|
| HighTower Advisors | 21k | $790k | -1% | Sep 2025 |
|
| WealthPlan Investment Management | 21k | $773k | -72% | Sep 2025 |
|
| Main Street Financial Solutions | 20k | $753k | 0% | Sep 2025 |
|
| REDW Stanley Financial Advisors | 19k | $727k | 0% | Sep 2025 |
|
| Geneos Wealth Management | 18k | $674k | -1% | Sep 2025 |
|
| Legacy Financial Group | 17k | $599k | -7% | Jun 2025 |
|
| Security Financial Services | 17k | $630k | 8% | Sep 2025 |
|
| Belpointe Asset Management | 17k | $628k | 100% | Sep 2025 |
|
| Summit Financial | 16k | $620k | 100% | Sep 2025 |
|
| Mengis Capital Management | 16k | $616k | -1% | Sep 2025 |
|
| Opulen Financial Group | 16k | $609k | 0% | Sep 2025 |
|
| Mml Investors Services | 16k | $599k | -21% | Sep 2025 |
|
| Mayflower Financial Advisors | 16k | $589k | -16% | Sep 2025 |
|
| Fermata Advisors | 16k | $587k | -9% | Sep 2025 |
|
| Avestar Capital | 15k | $583k | -2% | Sep 2025 |
|
| Emerald Investment Partners | 15k | $578k | 0% | Sep 2025 |
|
| Harbour Investments | 15k | $575k | 8% | Sep 2025 |
|
| Axxcess Wealth Management | 15k | $549k | -8% | Sep 2025 |
|
| Brian McDonald | 15k | $548k | -3% | Sep 2025 |
|
| Webster Bank, N. A. | 14k | $544k | 4% | Sep 2025 |
|
| Revolve Wealth Partners | 14k | $522k | 65% | Sep 2025 |
|
| U.S. Capital Wealth Advisors | 14k | $517k | 0% | Sep 2025 |
|
| MBE Wealth Management | 14k | $517k | 0% | Sep 2025 |
|
| Grove Street Fiduciary | 14k | $512k | -50% | Sep 2025 |
|
| RFG Advisory | 13k | $510k | -2% | Sep 2025 |
|
| OMNI 360 Wealth | 13k | $504k | 4% | Sep 2025 |
|
| Cornerstone Financial Group | 13k | $502k | -1% | Sep 2025 |
|
| Herold Advisors | 13k | $493k | 23% | Sep 2025 |
|
| Keystone Financial Group | 13k | $484k | 0% | Sep 2025 |
|
| Susquehanna International | 12k | $461k | -56% | Sep 2025 |
|
| World Equity Group | 11k | $432k | 66% | Sep 2025 |
|
| Steward Partners Investment Advisory | 11k | $418k | 5% | Sep 2025 |
|
| CoreCap Advisors | 11k | $414k | -4% | Sep 2025 |
|
| Bsc Private Wealth Management | 11k | $408k | -16% | Sep 2025 |
|
| Harbor Advisory Corp | 11k | $408k | 0% | Sep 2025 |
|
| REAP Financial Group | 11k | $404k | -5% | Sep 2025 |
|
| Mercer Global Advisors | 10k | $386k | 100% | Sep 2025 |
|
| Wealthfront Advisers | 10k | $386k | 15% | Sep 2025 |
|
| Twin Peaks Wealth Advisors | 9.9k | $374k | -15% | Sep 2025 |
|
| Golden State Equity Partners | 9.8k | $371k | 0% | Sep 2025 |
|
| Prime Capital Investment Advisors | 9.4k | $358k | 8% | Sep 2025 |
|
| Modera Wealth Management | 9.4k | $356k | 0% | Sep 2025 |
|
| Leo Wealth | 8.7k | $329k | -86% | Sep 2025 |
|
| CI Private Wealth | 8.4k | $319k | 13% | Sep 2025 |
|
| Merit Financial Group | 8.3k | $314k | -3% | Sep 2025 |
|
| Western Wealth Management | 8.3k | $314k | 2% | Sep 2025 |
|
| Qube Research & Technologies | 8.2k | $311k | -23% | Sep 2025 |
|
| Jane Street | 7.4k | $280k | -66% | Sep 2025 |
|
| Atomi Financial Group | 7.3k | $279k | -21% | Sep 2025 |
|
| Northwestern Mutual Wealth Management Company | 6.8k | $259k | -23% | Sep 2025 |
|
| Atria Wealth Solutions | 6.3k | $219k | -69% | Jun 2025 |
|
Who sold out of Wisdomtree Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| SRS Capital Advisors | Jun 2025 | 195k | $6.7M |
| Old Mission Capital | Jun 2025 | 88k | $3.0M |
| NorthCrest Asset Manangement | Jun 2025 | 84k | $2.9M |
| Armis Advisers | Jun 2025 | 39k | $1.4M |
| Strategic Financial Concepts | Jun 2025 | 26k | $900k |
| Patriot Financial Group Insurance Agency | Jun 2025 | 15k | $505k |