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 |
|---|---|---|---|---|---|
| Morgan Stanley | 3.0M | $120M | 4% | Mar 2026 |
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| Bank of America Corporation | 1.8M | $87M | -4% | Jun 2026 |
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| LPL Financial | 1.6M | $79M | 33% | Jun 2026 |
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| ValMark Advisers | 1.5M | $74M | -8% | Jun 2026 |
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| State of Wisconsin Investment Board | 1.4M | $69M | 0% | Jun 2026 |
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| UBS Group | 1.4M | $69M | -3% | Jun 2026 |
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| Wells Fargo & Company | 1.0M | $52M | -17% | Jun 2026 |
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| ESL Trust Services | 959k | $47M | 0% | Jun 2026 |
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| Charles Schwab Investment Management | 652k | $32M | -4% | Jun 2026 |
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| Sixth Street Partners Management Company | 652k | $32M | 100% | Jun 2026 |
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| HighPoint Advisor | 593k | $29M | 37% | Jun 2026 |
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| Resources Investment Advisors | 587k | $29M | -2% | Jun 2026 |
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| Warren Street Wealth Advisors | 537k | $26M | -1% | Jun 2026 |
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| Pallas Capital Advisors | 525k | $26M | 7% | Jun 2026 |
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| Michael S. Ryan | 511k | $25M | 1% | Jun 2026 |
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| Susquehanna International | 480k | $24M | 214% | Jun 2026 |
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| Meitav Dash Investments | 419k | $21M | -27% | Jun 2026 |
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| Howard Financial Services | 373k | $18M | 11% | Jun 2026 |
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| Advisor Group Holdings | 314k | $15M | -26% | Jun 2026 |
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| Cetera Investment Advisers | 295k | $15M | -8% | Jun 2026 |
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| Stifel Financial | 284k | $14M | 0% | Jun 2026 |
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| Transamerica Financial Advisors | 265k | $13M | -20% | Jun 2026 |
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| Wealth Management Resources | 258k | $13M | -19% | Jun 2026 |
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| CWM | 257k | $10M | -1% | Mar 2026 |
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| Invenio Wealth Partners | 250k | $12M | 0% | Jun 2026 |
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| American Financial & Tax Strategies | 244k | $12M | -1% | Jun 2026 |
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| We Are One Seven | 242k | $12M | 13% | Jun 2026 |
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| Sloy Dahl & Holst | 234k | $12M | 2% | Jun 2026 |
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| Goldstein Advisors | 226k | $11M | -2% | Jun 2026 |
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| Ameriprise Financial | 225k | $11M | -2% | Jun 2026 |
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| Gould Asset Management | 222k | $11M | -10% | Jun 2026 |
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| SRS Capital Advisors | 221k | $11M | 7% | Jun 2026 |
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| Elwood & Goetz Wealth Advisory Group | 195k | $9.6M | -69% | Jun 2026 |
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| WESCAP Management | 184k | $9.0M | -2% | Jun 2026 |
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| Lodestar Private Asset Management | 178k | $8.8M | -13% | Jun 2026 |
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| Pinnacle Financial Partners | 176k | $8.7M | 4% | Jun 2026 |
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| Evergreen Private Wealth | 165k | $8.1M | -2% | Jun 2026 |
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| Stratos Wealth Partners | 163k | $8.0M | 1% | Jun 2026 |
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| Colony | 157k | $7.7M | -4% | Jun 2026 |
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| Jane Street | 142k | $7.0M | 100% | Jun 2026 |
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| Encompass More Asset Management | 140k | $6.9M | 5% | Jun 2026 |
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| Addison Capital | 137k | $6.7M | 4% | Jun 2026 |
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| Betterment | 135k | $6.6M | -24% | Jun 2026 |
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| IFP Advisors | 127k | $6.3M | -2% | Jun 2026 |
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| Sentinel Wealth Management | 121k | $5.9M | 2% | Jun 2026 |
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| D.A. Davidson & Co. | 115k | $5.7M | 0% | Jun 2026 |
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| Envestnet Asset Management | 110k | $5.4M | -3% | Jun 2026 |
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| Atria Investments | 110k | $5.4M | -32% | Jun 2026 |
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| Jpmorgan Chase & Co | 109k | $5.3M | 100% | Jun 2026 |
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| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet | 105k | $5.2M | -60% | Jun 2026 |
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| Castlekeep Investment Advisors | 102k | $5.0M | 7% | Jun 2026 |
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| Equitable Holdings | 101k | $5.0M | -1% | Jun 2026 |
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| Smartleaf Asset Management | 98k | $4.7M | 0% | Jun 2026 |
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| Raymond James Financial | 91k | $4.5M | 23% | Jun 2026 |
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| Beaumont Capital Management | 91k | $4.5M | -9% | Jun 2026 |
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| Evermay Wealth Management | 89k | $4.4M | -31% | Jun 2026 |
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| HighTower Advisors | 81k | $4.0M | 12% | Jun 2026 |
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| Leo Wealth | 80k | $3.2M | 26% | Mar 2026 |
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| Mariner Wealth Advisors | 80k | $3.9M | -34% | Jun 2026 |
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| Premier Path Wealth Partners | 79k | $3.9M | 13% | Jun 2026 |
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| SK Wealth Management | 77k | $3.6M | -2% | Jun 2026 |
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| Lido Advisors | 71k | $3.5M | 1% | Jun 2026 |
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| Merit Financial Group | 67k | $3.3M | -51% | Jun 2026 |
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| Journey Strategic Wealth | 66k | $2.6M | -1% | Mar 2026 |
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| Yoder Wealth Management | 56k | $2.7M | 0% | Jun 2026 |
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| Drive Wealth Management | 53k | $2.6M | -4% | Jun 2026 |
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| NewEdge Wealth | 53k | $2.6M | -8% | Jun 2026 |
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| XML Financial | 51k | $2.5M | 3% | Jun 2026 |
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| Private Advisor | 50k | $2.4M | -53% | Jun 2026 |
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| Blackhawk Capital Partners | 48k | $2.4M | 6% | Jun 2026 |
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| Action Point Financial Planning | 48k | $2.3M | 100% | Jun 2026 |
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| Karnit Road Accident Victims Compensation Fund | 47k | $2.3M | 0% | Jun 2026 |
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| Glen Eagle Advisors | 46k | $2.3M | 25% | Jun 2026 |
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| BigSur Wealth Management | 45k | $2.2M | 493% | Jun 2026 |
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| O'shaughnessy Asset Management | 40k | $2.0M | 553% | Jun 2026 |
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| Citadel Advisors | 40k | $2.0M | -37% | Jun 2026 |
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| Cambridge Investment Research Advisors | 38k | $1.9M | 0% | Jun 2026 |
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| Condor Capital Management | 37k | $1.8M | 1% | Jun 2026 |
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| MAI Wealth Advisors | 36k | $1.8M | 2% | Jun 2026 |
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| Client 1st Advisory Group | 36k | $1.8M | 0% | Jun 2026 |
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| Baird Financial | 36k | $1.7M | 94% | Jun 2026 |
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| Montecito Bank & Trust | 35k | $1.7M | -9% | Jun 2026 |
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| ETF Store | 35k | $1.7M | 42% | Jun 2026 |
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| Oxinas Partners Wealth Management | 33k | $1.6M | -6% | Jun 2026 |
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| Robertson Stephens Wealth Management | 33k | $1.6M | 0% | Jun 2026 |
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| Rockefeller Capital Management | 32k | $1.6M | 3% | Jun 2026 |
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| Captrust Financial Advisors | 32k | $1.6M | -4% | Jun 2026 |
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| Western Wealth Management | 32k | $1.6M | 83% | Jun 2026 |
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| Empowered Funds | 32k | $1.5M | 5% | Jun 2026 |
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| EverSource Wealth Advisors | 31k | $1.5M | 2% | Jun 2026 |
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| Beaumont Financial Advisors | 31k | $1.5M | -5% | Jun 2026 |
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| Sherry Group | 30k | $1.4M | -1% | Jun 2026 |
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| Integrated Wealth Concepts | 30k | $1.5M | 4% | Jun 2026 |
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| Kestra Advisory Services | 30k | $1.5M | -30% | Jun 2026 |
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| Dan Callahan | 29k | $1.4M | -3% | Jun 2026 |
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| Northbridge Financial Group | 28k | $1.4M | 4% | Jun 2026 |
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| Beckerman Institutional | 28k | $1.4M | -1% | Jun 2026 |
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| Per Stirling Capital Management | 26k | $1.3M | -35% | Jun 2026 |
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| Perigon Wealth Management | 25k | $1.2M | -4% | Jun 2026 |
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| Fischer Financial Services | 24k | $1.2M | -1% | Jun 2026 |
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| Nbc Securities | 24k | $1.2M | -9% | Jun 2026 |
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| XY Planning Network | 23k | $1.1M | 8% | Jun 2026 |
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| Geneos Wealth Management | 22k | $1.1M | 10% | Jun 2026 |
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| Summit Wealth Partners | 22k | $1.1M | -15% | Jun 2026 |
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| N.E.W. Advisory Services | 22k | $1.1M | -2% | Jun 2026 |
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| Ellis Investment Partners | 22k | $1.1M | 0% | Jun 2026 |
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| IHT Wealth Management | 21k | $1.0M | -11% | Jun 2026 |
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| Mml Investors Services | 21k | $1.0M | 39% | Jun 2026 |
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| Thrivent Financial for Lutherans | 21k | $1.0M | 108% | Jun 2026 |
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| Retirement Planning Group | 20k | $982k | 8% | Jun 2026 |
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| Arsenal Capital Advisors | 20k | $976k | 0% | Jun 2026 |
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| Mercer Global Advisors | 19k | $935k | -32% | Jun 2026 |
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| SFI Advisors | 19k | $934k | 0% | Jun 2026 |
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| Legacy Financial Group | 17k | $849k | 0% | Jun 2026 |
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| Fifth Third Bancorp | 17k | $833k | 0% | Jun 2026 |
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| Mengis Capital Management | 16k | $800k | 0% | Jun 2026 |
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| Avestar Capital | 16k | $783k | 4% | Jun 2026 |
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| Skyline Advisors | 16k | $766k | -20% | Jun 2026 |
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| Change Path | 16k | $766k | -1% | Jun 2026 |
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| Harbour Investments | 16k | $762k | -5% | Jun 2026 |
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| Webster Bank, N. A. | 15k | $740k | -1% | Jun 2026 |
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| Summit Financial | 15k | $729k | -1% | Jun 2026 |
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| Opulen Financial Group | 15k | $720k | -5% | Jun 2026 |
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| Buckingham Strategic Partners | 15k | $719k | 1% | Jun 2026 |
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| Alchemi Wealth | 15k | $717k | 29% | Jun 2026 |
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| Wealthfront Advisers | 15k | $717k | 12% | Jun 2026 |
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| OMNI 360 Wealth | 15k | $711k | 3% | Jun 2026 |
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| World Equity Group | 14k | $703k | -5% | Jun 2026 |
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| U.S. Capital Wealth Advisors | 14k | $561k | -8% | Mar 2026 |
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| REDW Stanley Financial Advisors | 14k | $677k | 0% | Jun 2026 |
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| Royal Bank of Canada | 14k | $673k | -5% | Jun 2026 |
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| Howard Bailey Securities | 14k | $671k | -20% | Jun 2026 |
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| MBE Wealth Management | 14k | $668k | 0% | Jun 2026 |
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| Keystone Financial Group | 14k | $664k | 0% | Jun 2026 |
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| RFG Advisory | 13k | $658k | -2% | Jun 2026 |
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| Mayflower Financial Advisors | 13k | $646k | -5% | Jun 2026 |
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| Cornerstone Financial Group | 13k | $628k | 0% | Jun 2026 |
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| TopTier Wealth Management | 13k | $628k | -1% | Jun 2026 |
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| Armis Advisers | 13k | $616k | -3% | Jun 2026 |
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| Fermata Advisors | 13k | $624k | 0% | Jun 2026 |
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| Axxcess Wealth Management | 12k | $590k | 100% | Jun 2026 |
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| Security Financial Services | 12k | $581k | -5% | Jun 2026 |
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| WealthPlan Investment Management | 11k | $539k | -30% | Jun 2026 |
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| Harbor Advisory Corp | 11k | $528k | 0% | Jun 2026 |
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| Hrt Financial | 11k | $517k | 83% | Jun 2026 |
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| CoreCap Advisors | 10k | $499k | -2% | Jun 2026 |
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| Grove Street Fiduciary | 10k | $495k | 0% | Jun 2026 |
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| Key FInancial | 10k | $494k | 14% | Jun 2026 |
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| Steward Partners Investment Advisory | 9.9k | $485k | -10% | Jun 2026 |
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| Bsc Private Wealth Management | 9.6k | $471k | -8% | Jun 2026 |
|
| Herold Advisors | 9.0k | $441k | -20% | Jun 2026 |
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| Northwestern Mutual Wealth Management Company | 3.8k | $185k | -61% | Jun 2026 |
|
Who sold out of Wisdomtree Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Bank of New York Mellon | Mar 2026 | 203k | $8.1M |
| Goldman Sachs Group | Mar 2026 | 94k | $3.8M |
| Old Mission Capital | Mar 2026 | 51k | $2.0M |
| Koss-Olinger Consulting | Mar 2026 | 29k | $1.2M |
| Independent Advisor Alliance | Mar 2026 | 22k | $862k |
| Golden State Equity Partners | Mar 2026 | 20k | $788k |
| Emerald Investment Partners | Mar 2026 | 13k | $526k |