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 | ||
|---|---|---|---|---|---|---|
| Morgan Stanley | 4.2M | $0 | -13% | Jun 2022 | ||
| ValMark Advisers | 3.1M | $77M | 7% | Sep 2022 | ||
| Bank of America Corporation | 2.8M | $88M | 100% | Jun 2022 | ||
| LPL Financial | 2.2M | $64M | -9% | Jun 2022 | ||
| Migdal Insurance & Financial Holdings | 2.1M | $51M | 0% | Sep 2022 | ||
| Clal Insurance Enterprises Holdings | 1.9M | $55M | 0% | Jun 2022 | ||
| Meitav Dash Investments | 1.6M | $39M | -3% | Sep 2022 | ||
| Captrust Financial Advisors | 1.0M | $26M | -12% | Sep 2022 | ||
| Wells Fargo & Company | 1.0M | $29M | -17% | Jun 2022 | ||
| UBS Group | 911k | $22M | 8% | Sep 2022 | ||
| Citadel Advisors | 806k | $23M | -23% | Jun 2022 | ||
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| Tompkins Financial Corp | 801k | $20M | 3% | Sep 2022 | ||
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet | 713k | $18M | 0% | Sep 2022 | ||
| ESL Trust Services | 712k | $18M | 0% | Sep 2022 | ||
| Amplius Wealth Advisors | 706k | $17M | 1020% | Sep 2022 | ||
| Royal Bank of Canada | 688k | $17M | 100% | Sep 2022 | ||
| Roosevelt Investment Group | 688k | $17M | 3% | Sep 2022 | ||
| Full Sail Capital | 668k | $16M | -8% | Sep 2022 | ||
| Advisor Group Holdings | 629k | $18M | -11% | Jun 2022 | ||
| Raymond James Financial Services Advisors | 563k | $14M | 4% | Sep 2022 | ||
| Legacy Financial Group | 437k | $11M | 7% | Sep 2022 | ||
| Cantor Fitzgerald, L. P. | 436k | $13M | 100% | Jun 2022 | ||
| Commonwealth Equity Services | 390k | $11M | 0% | Jun 2022 | ||
| Procyon Private Wealth Partners | 384k | $9.5M | 1% | Sep 2022 | ||
| Emerald Investment Partners | 379k | $9.3M | 9% | Sep 2022 | ||
| Southern Farm Bureau Life Insurance | 370k | $9.1M | 0% | Sep 2022 | ||
| Boston Financial Mangement | 361k | $8.9M | -18% | Sep 2022 | ||
| Warren Street Wealth Advisors | 352k | $8.7M | 5% | Sep 2022 | ||
| WESCAP Management | 343k | $8.4M | -2% | Sep 2022 | ||
| Envestnet Asset Management | 343k | $8.4M | 23% | Sep 2022 | ||
| Buckingham Asset Management | 333k | $8.2M | -11% | Sep 2022 | ||
| Howard Financial Services | 333k | $8.2M | 2% | Sep 2022 | ||
| Sweet Financial Partners | 332k | $8.2M | 3% | Sep 2022 | ||
| Elwood & Goetz Wealth Advisory Group | 320k | $7.9M | 5% | Sep 2022 | ||
| Streettalk Advisors | 319k | $7.8M | 106% | Sep 2022 | ||
| Great Valley Advisor Group | 309k | $7.6M | 26% | Sep 2022 | ||
| Pallas Capital Advisors | 309k | $7.6M | 100% | Sep 2022 | ||
| Stewardship Advisors | 284k | $7.0M | 10% | Sep 2022 | ||
| Old Mission Capital | 282k | $8.1M | -85% | Jun 2022 | ||
| National Asset Management | 277k | $6.8M | -2% | Sep 2022 | ||
| AE Wealth Management | 261k | $6.4M | 16% | Sep 2022 | ||
| Segment Wealth Management | 251k | $6.2M | 0% | Sep 2022 | ||
| Compass Ion Advisors | 237k | $5.8M | 6% | Sep 2022 | ||
| Melone Private Wealth | 235k | $6.0M | 3% | Sep 2022 | ||
| FDx Advisors | 209k | $5.2M | 5% | Sep 2022 | ||
| IFP Advisors | 200k | $6.3M | 10% | Sep 2022 | ||
| Cambridge Investment Research Advisors | 196k | $4.8M | -11% | Sep 2022 | ||
| Rockefeller Capital Management | 184k | $4.5M | 3% | Sep 2022 | ||
| TCG Advisory Services | 168k | $4.8M | 10% | Jun 2022 | ||
| Flow Traders US | 167k | $4.8M | -42% | Jun 2022 | ||
| Bsc Private Wealth Management | 167k | $4.1M | -52% | Sep 2022 | ||
| Client 1st Advisory Group | 160k | $3.9M | -9% | Sep 2022 | ||
| Raymond James & Associates | 158k | $3.9M | -60% | Sep 2022 | ||
| NorthCrest Asset Manangement | 157k | $3.9M | 23% | Sep 2022 | ||
| Fermata Advisors | 156k | $4.5M | -5% | Jun 2022 | ||
| HighTower Advisors | 156k | $3.8M | -4% | Sep 2022 | ||
| Private Advisor | 155k | $3.8M | -6% | Sep 2022 | ||
| Estate Counselors | 154k | $3.8M | -29% | Sep 2022 | ||
| Integrated Wealth Concepts | 152k | $4.4M | 459% | Jun 2022 | ||
| First Republic Investment Management | 148k | $3.6M | 0% | Sep 2022 | ||
| Refined Wealth Management | 139k | $3.4M | 3% | Sep 2022 | ||
| D.A. Davidson & Co. | 139k | $3.4M | 5% | Sep 2022 | ||
| ETF Store | 132k | $3.2M | 1% | Sep 2022 | ||
| Financial Advocates Investment Management | 130k | $3.7M | 2% | Jun 2022 | ||
| Northwestern Mutual Wealth Management Company | 117k | $3.4M | 29% | Jun 2022 | ||
| Betterment | 113k | $3.3M | 18% | Jun 2022 | ||
| Pinnacle Financial Partners | 111k | $2.7M | 2% | Sep 2022 | ||
| Resources Investment Advisors | 110k | $2.7M | 100% | Sep 2022 | ||
| Multi-Financial Securities | 108k | $3.1M | 30% | Jun 2022 | ||
| Mayflower Financial Advisors | 105k | $2.6M | -18% | Sep 2022 | ||
| Kestra Advisory Services | 103k | $2.5M | -33% | Sep 2022 | ||
| Woodmont Investment Counsel | 94k | $2.3M | 19% | Sep 2022 | ||
| Rise Advisors | 92k | $2.3M | 4% | Sep 2022 | ||
| Strategic Blueprint | 91k | $2.2M | -37% | Sep 2022 | ||
| Horst & Graben Wealth Management | 88k | $2.2M | -3% | Sep 2022 | ||
| Jane Street | 88k | $2.2M | 100% | Sep 2022 | ||
| Connors Investor Services | 84k | $2.4M | -5% | Jun 2022 | ||
| FLC Capital Advisors | 84k | $2.1M | -15% | Sep 2022 | ||
| Strategic Wealth Advisors | 76k | $1.9M | 7% | Sep 2022 | ||
| Insight Advisors, LLC/ PA | 71k | $2.0M | 2% | Jun 2022 | ||
| Stratos Wealth Partners | 70k | $1.7M | -30% | Sep 2022 | ||
| Bank of Nova Scotia | 66k | $1.6M | 29% | Sep 2022 | ||
| Gladstone Institutional Advisory | 64k | $1.6M | -18% | Sep 2022 | ||
| Fortress Wealth Management | 62k | $1.5M | 34% | Sep 2022 | ||
| Mivtachim The Workers Social Insurance Fund | 61k | $1.5M | 0% | Sep 2022 | ||
| Arbor Capital Management | 60k | $1.5M | 13% | Sep 2022 | ||
| Claraphi Advisory Network | 59k | $1.5M | -37% | Sep 2022 | ||
| WMS Partners | 59k | $1.5M | -61% | Sep 2022 | ||
| Ballentine Partners | 58k | $1.4M | -30% | Sep 2022 | ||
| Aprio Wealth Management | 58k | $1.4M | -79% | Sep 2022 | ||
| SFI Advisors | 56k | $1.4M | -3% | Sep 2022 | ||
| Vista Private Wealth Partners | 52k | $1.3M | -7% | Sep 2022 | ||
| CWM | 52k | $1.3M | -2% | Sep 2022 | ||
| CFS Investment Advisory Services | 51k | $2.0k | 100% | Sep 2022 | ||
| Mariner Wealth Advisors | 50k | $1.2M | -55% | Sep 2022 | ||
| Kathleen S. Wright Associates | 46k | $1.1M | -2% | Sep 2022 | ||
| Financial Network Investment Corporation | 45k | $1.3M | -41% | Jun 2022 | ||
| Sightline Wealth Advisors | 45k | $1.1M | -2% | Sep 2022 | ||
| Camden Capital | 44k | $1.1M | 326% | Sep 2022 | ||
| Exchange Capital Management | 44k | $1.1M | 4% | Sep 2022 | ||
| 55i | 44k | $1.3M | -95% | Jun 2022 | ||
| Herold Advisors | 44k | $1.1M | -9% | Sep 2022 | ||
| Argent Trust | 43k | $1.0M | 0% | Sep 2022 | ||
| Afg Fiduciary Services Limited Partnership | 39k | $963k | -10% | Sep 2022 | ||
| ShoreHaven Wealth Partners | 38k | $939k | -31% | Sep 2022 | ||
| H D Vest Advisory Services | 37k | $918k | 10% | Sep 2022 | ||
| IHT Wealth Management | 37k | $909k | 164% | Sep 2022 | ||
| Knightsbridge Asset Management | 36k | $1.0M | 370% | Jun 2022 | ||
| Montecito Bank & Trust | 35k | $865k | 79% | Sep 2022 | ||
| Western Wealth Management | 35k | $861k | -7% | Sep 2022 | ||
| Merit Financial Group | 35k | $851k | 100% | Sep 2022 | ||
| Mml Investors Services | 34k | $982k | -23% | Jun 2022 | ||
| Harvest Group Wealth Management | 33k | $821k | 2% | Sep 2022 | ||
| XML Financial | 32k | $798k | 2% | Sep 2022 | ||
| Chicago Partners Investment | 32k | $829k | 19% | Sep 2022 | ||
| Pfs Investments | 32k | $908k | -40% | Jun 2022 | ||
| Beaumont Financial Partners | 30k | $860k | -4% | Jun 2022 | ||
| Geneos Wealth Management | 30k | $853k | -6% | Jun 2022 | ||
| MAI Wealth Advisors | 28k | $699k | -8% | Sep 2022 | ||
| Steward Partners Investment Advisory | 27k | $669k | 62% | Sep 2022 | ||
| Integrity Financial Corp | 27k | $662k | 11% | Sep 2022 | ||
| Patriot Financial Group Insurance Agency | 26k | $647k | -24% | Sep 2022 | ||
| Change Path | 26k | $646k | -16% | Sep 2022 | ||
| CoreCap Advisors | 26k | $749k | -34% | Jun 2022 | ||
| REDW Stanley Financial Advisors | 26k | $642k | 100% | Sep 2022 | ||
| Harbor Advisory Corp | 26k | $634k | 0% | Sep 2022 | ||
| Wealth Management Resources | 26k | $629k | 16% | Sep 2022 | ||
| My Legacy Advisors | 26k | $617k | 3% | Sep 2022 | ||
| Professional Financial Advisors | 26k | $628k | 0% | Sep 2022 | ||
| Treynor Bancshares | 25k | $625k | -4% | Sep 2022 | ||
| Condor Capital Management | 23k | $575k | 4% | Sep 2022 | ||
| Mutual Advisors | 23k | $558k | -34% | Sep 2022 | ||
| Harbour Investments | 22k | $636k | 0% | Sep 2022 | ||
| TCWP | 22k | $616k | -85% | Jun 2022 | ||
| Webster Bank, N. A. | 22k | $532k | -4% | Sep 2022 | ||
| IAG Wealth Partners | 21k | $523k | -41% | Sep 2022 | ||
| RFG Advisory | 20k | $516k | 15% | Sep 2022 | ||
| Colonial River Wealth Management | 20k | $573k | 29% | Jun 2022 | ||
| Truadvice | 19k | $472k | 2% | Sep 2022 | ||
| Raymond James Trust | 19k | $460k | -2% | Sep 2022 | ||
| Janney Montgomery Scott | 18k | $450k | -10% | Sep 2022 | ||
| Ellis Investment Partners | 18k | $513k | 4% | Jun 2022 | ||
| MBE Wealth Management | 18k | $439k | -13% | Sep 2022 | ||
| Mengis Capital Management | 16k | $382k | 13% | Sep 2022 | ||
| Sutton Place Investors | 15k | $437k | -43% | Jun 2022 | ||
| Midwest Heritage Bank | 15k | $369k | -29% | Sep 2022 | ||
| Fernwood Investment Management | 14k | $351k | -3% | Sep 2022 | ||
| Capstone Triton Financial Group | 14k | $335k | -57% | Sep 2022 | ||
| Cabot Money Management | 13k | $327k | 59% | Sep 2022 | ||
| Fifth Third Securities | 13k | $324k | 3% | Sep 2022 | ||
| UMA Financial Services | 13k | $327k | -14% | Sep 2022 | ||
| RMR Wealth Builders | 12k | $284k | -96% | Sep 2022 | ||
| Financial Futures Ltd Liability | 11k | $325k | -56% | Jun 2022 | ||
| Aspire Wealth Management Corp | 11k | $259k | -35% | Sep 2022 | ||
| Belpointe Asset Management | 7.2k | $207k | -77% | Jun 2022 | ||
| Concannon Wealth Management | 6.8k | $194k | -96% | Jun 2022 | ||
| Centaurus Financial | 6.4k | $183k | -82% | Jun 2022 | ||
| Strategic Asset Management | 5.4k | $132k | -72% | Sep 2022 | ||
| Creative Financial Designs | 5.3k | $129k | -62% | Sep 2022 | ||
| Hanson McClain Advisors | 2.1k | $52k | -100% | Sep 2022 | ||
| Castleview Partners | 8.00 | $0 | -100% | Sep 2022 | ||
Who sold out of Wisdomtree Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Phoenix Holdings | Mar 2022 | 421k | $14M |
| Beaumont Capital Management | Jun 2022 | 138k | $4.0M |
| Monument Capital Management | Jun 2022 | 88k | $2.5M |
| Koss-Olinger Consulting | Mar 2022 | 30k | $972k |
| Mercer Global Advisors | Jun 2022 | 29k | $841k |
| Van Hulzen Asset Management | Jun 2022 | 28k | $789k |
| Branch Banking & Trust Company | Jun 2022 | 24k | $689k |
| Capital Planning Advisors | Mar 2022 | 18k | $583k |
| Sigma Planning | Jun 2022 | 17k | $483k |
| Goss Wealth Management | Mar 2022 | 14k | $470k |
| Cetera Investment Advisers | Mar 2022 | 14k | $454k |
| Concord Wealth Partners | Jun 2022 | 14k | $388k |