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 | 6.3M | $0 | 35% | Dec 2020 | ||
| Harel Insurance Investments & Financial Services | 4.6M | $183M | 55% | Dec 2020 | ||
| LPL Financial | 3.5M | $140M | 18% | Dec 2020 | ||
| Bank of America Corporation | 3.4M | $133M | 75% | Dec 2020 | ||
| Migdal Insurance & Financial Holdings | 2.8M | $110M | 47% | Dec 2020 | ||
| Clal Insurance Enterprises Holdings | 2.2M | $81M | 0% | Dec 2020 | ||
| Genovese Burford & Brothers Wealth & Retirement Plan Management | 1.9M | $77M | 0% | Dec 2020 | ||
| Hsbc Holdings | 1.6M | $63M | 100% | Dec 2020 | ||
| Wells Fargo & Company | 1.5M | $60M | 136% | Dec 2020 | ||
| Psagot Investment House | 1.4M | $57M | 100% | Dec 2020 | ||
| ValMark Advisers | 889k | $35M | -2% | Dec 2020 | ||
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| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet | 887k | $35M | 100% | Dec 2020 | ||
| UBS Group | 820k | $33M | 6% | Dec 2020 | ||
| Feltz Wealth PLAN | 776k | $34M | 7% | Dec 2020 | ||
| Athanor Capital | 743k | $30M | 100% | Dec 2020 | ||
| Envestnet Asset Management | 728k | $29M | 191% | Dec 2020 | ||
| 55i | 710k | $28M | 409% | Dec 2020 | ||
| Tompkins Financial Corp | 704k | $28M | 3% | Dec 2020 | ||
| Waddell & Associates | 682k | $27M | 1% | Dec 2020 | ||
| Roosevelt Investment Group | 671k | $27M | 1% | Dec 2020 | ||
| ESL Trust Services | 671k | $27M | 0% | Dec 2020 | ||
| Bank of Nova Scotia | 640k | $25M | 100% | Dec 2020 | ||
| Royal Bank of Canada | 604k | $24M | 47% | Dec 2020 | ||
| Flow Traders US | 531k | $21M | 30% | Dec 2020 | ||
| Buckingham Asset Management | 527k | $21M | 100% | Dec 2020 | ||
| Citadel Advisors | 514k | $20M | 404% | Dec 2020 | ||
| Boston Financial Mangement | 478k | $19M | 6% | Dec 2020 | ||
| LVZ Advisors | 475k | $19M | 100% | Mar 2021 | ||
| Astor Investment Management | 440k | $18M | -11% | Mar 2021 | ||
| Raymond James Financial Services Advisors | 424k | $17M | 44% | Dec 2020 | ||
| National Asset Management | 400k | $16M | 9% | Dec 2020 | ||
| Commonwealth Equity Services | 385k | $15M | -6% | Dec 2020 | ||
| CFS Investment Advisory Services | 382k | $15M | 100% | Dec 2020 | ||
| Cooper Financial Group | 381k | $15M | 29% | Dec 2020 | ||
| Cantor Fitzgerald Investment Adviser | 377k | $15M | 0% | Mar 2021 | ||
| Badgley Phelps Investment Managers | 368k | $15M | 39% | Dec 2020 | ||
| DeGreen Capital Management | 366k | $9.8M | -1% | Mar 2021 | ||
| AE Wealth Management | 363k | $14M | 1855% | Dec 2020 | ||
| WESCAP Management | 363k | $14M | 0% | Dec 2020 | ||
| First Heartland Consultants | 358k | $14M | 20% | Dec 2020 | ||
| Steel Peak Wealth Management | 355k | $14M | 100% | Dec 2020 | ||
| Legacy Capital Wealth Partners | 347k | $14M | 100% | Dec 2020 | ||
| Advisor Group Holdings | 321k | $13M | 105% | Dec 2020 | ||
| Clark Capital Management Group | 309k | $12M | 57% | Dec 2020 | ||
| Full Sail Capital | 307k | $13M | 100% | Dec 2020 | ||
| Beaumont Financial Partners | 304k | $12M | 153% | Dec 2020 | ||
| Raymond James & Associates | 280k | $11M | 44% | Dec 2020 | ||
| Cambridge Investment Research Advisors | 274k | $11M | 70% | Dec 2020 | ||
| Vivid Financial Management | 261k | $11M | -9% | Mar 2021 | ||
| Ameriprise Financial | 261k | $10M | 50% | Dec 2020 | ||
| Phoenix Holdings | 261k | $10M | 100% | Dec 2020 | ||
| Sawtooth Asset Management | 260k | $10M | 1492% | Dec 2020 | ||
| Stifel Financial | 247k | $9.8M | 348% | Dec 2020 | ||
| Evermay Wealth Management | 247k | $9.8M | 30% | Dec 2020 | ||
| Leicht Financial Planning & Wealth Management | 244k | $5.0M | 112% | Mar 2021 | ||
| Strategic Blueprint | 234k | $9.3M | 34% | Dec 2020 | ||
| Client 1st Advisory Group | 223k | $9.3M | 6% | Dec 2020 | ||
| Rockefeller Capital Management | 221k | $8.8M | -1% | Dec 2020 | ||
| Raub Brock Capital Management | 218k | $8.9M | 100% | Mar 2021 | ||
| McMahon Financial Advisors | 217k | $8.6M | 1% | Dec 2020 | ||
| Segment Wealth Management | 216k | $8.6M | 6% | Dec 2020 | ||
| Streettalk Advisors | 212k | $8.4M | 120% | Dec 2020 | ||
| Elwood & Goetz Wealth Advisory Group | 208k | $8.5M | 9% | Mar 2021 | ||
| Compass Ion Advisors | 201k | $8.2M | 5% | Mar 2021 | ||
| Horst & Graben Wealth Management | 200k | $8.1M | 1% | Mar 2021 | ||
| Estate Counselors | 185k | $7.3M | -27% | Dec 2020 | ||
| Howard Financial Services | 184k | $7.3M | 17% | Dec 2020 | ||
| CIBC World Markets | 184k | $7.3M | 100% | Dec 2020 | ||
| Coyle Financial Counsel | 182k | $7.2M | -1% | Dec 2020 | ||
| Seascape Capital Management | 176k | $7.0M | -37% | Dec 2020 | ||
| ShoreHaven Wealth Partners | 162k | $6.4M | 100% | Dec 2020 | ||
| Harborview Advisors | 161k | $6.4M | 100% | Dec 2020 | ||
| Austin Private Wealth | 161k | $6.4M | 78% | Dec 2020 | ||
| Legacy Financial Group | 161k | $6.4M | 100% | Dec 2020 | ||
| MBE Wealth Management | 159k | $6.3M | -1% | Dec 2020 | ||
| Mml Investors Services | 147k | $5.8M | 38% | Dec 2020 | ||
| Stewardship Advisors | 136k | $5.5M | 13% | Mar 2021 | ||
| UMA Financial Services | 135k | $5.6M | 9% | Mar 2021 | ||
| Truadvice | 127k | $5.4M | -3% | Dec 2020 | ||
| MACRO Consulting Group | 118k | $4.7M | 1% | Dec 2020 | ||
| Jane Street | 118k | $4.7M | -79% | Dec 2020 | ||
| Private Advisor | 118k | $4.7M | 199% | Dec 2020 | ||
| S. R. Schill & Associates | 107k | $4.2M | 100% | Dec 2020 | ||
| Mivtachim The Workers Social Insurance Fund | 107k | $4.3M | 0% | Mar 2021 | ||
| Old National Trust Company | 101k | $4.0M | 12% | Dec 2020 | ||
| Clearview Wealth Advisors | 99k | $3.9M | 100% | Dec 2020 | ||
| Pinnacle Financial Partners | 93k | $3.8M | 96% | Mar 2021 | ||
| Quattro Financial Advisors | 92k | $3.8M | -3% | Dec 2020 | ||
| Stratos Wealth Partners | 90k | $3.6M | 37% | Dec 2020 | ||
| Spectrum Planning & Advisory Services | 89k | $3.5M | 100% | Dec 2020 | ||
| AdvisorNet Financial | 89k | $3.6M | -2% | Mar 2021 | ||
| Monument Capital Management | 85k | $3.5M | -32% | Mar 2021 | ||
| Kestra Advisory Services | 82k | $3.2M | 100% | Dec 2020 | ||
| D.A. Davidson & Co. | 80k | $3.2M | -1% | Dec 2020 | ||
| GeoWealth Management | 76k | $2.8M | 100% | Dec 2020 | ||
| Centennial Wealth Advisory | 75k | $3.1M | 5% | Mar 2021 | ||
| Financial Advocates Investment Management | 74k | $3.0M | 29% | Dec 2020 | ||
| Rowland Carmichael Advisors | 70k | $2.8M | 20% | Dec 2020 | ||
| Sheets Smith Wealth Management | 69k | $2.8M | 574% | Dec 2020 | ||
| Beaumont Capital Management | 69k | $2.7M | 100% | Dec 2020 | ||
| Blue Edge Capital | 67k | $2.7M | 100% | Dec 2020 | ||
| Optas | 60k | $2.4M | 1089% | Mar 2021 | ||
| Patriot Financial Group Insurance Agency | 58k | $2.3M | 10% | Dec 2020 | ||
| Copperleaf Capital | 57k | $2.2M | 100% | Dec 2020 | ||
| Centaurus Financial | 55k | $2.2M | 62% | Dec 2020 | ||
| Concannon Wealth Management | 55k | $2.2M | -15% | Mar 2021 | ||
| Insight Advisors, LLC/ PA | 52k | $2.1M | 100% | Dec 2020 | ||
| Stratos Wealth Advisors | 48k | $1.9M | 123% | Dec 2020 | ||
| Northwestern Mutual Wealth Management Company | 48k | $1.9M | 55% | Dec 2020 | ||
| RFG Advisory | 47k | $1.9M | 4% | Mar 2021 | ||
| Belpointe Asset Management | 47k | $1.9M | 45% | Dec 2020 | ||
| Sowell Financial Services | 44k | $1.7M | 124% | Dec 2020 | ||
| Firethorn Wealth Partners | 42k | $1.7M | 100% | Dec 2020 | ||
| FLC Capital Advisors | 41k | $1.6M | 21% | Dec 2020 | ||
| Outlook Wealth Advisors | 41k | $1.6M | 100% | Dec 2020 | ||
| Branch Banking & Trust Company | 40k | $1.6M | 33% | Dec 2020 | ||
| Argent Trust | 38k | $1.5M | 0% | Dec 2020 | ||
| Atria Investments | 37k | $1.5M | 100% | Dec 2020 | ||
| SkyView Investment Advisors | 36k | $1.4M | 100% | Dec 2020 | ||
| Procyon Private Wealth Partners | 36k | $1.4M | 2% | Dec 2020 | ||
| Mutual Advisors | 36k | $1.4M | 95% | Dec 2020 | ||
| Aspire Private Capital | 31k | $1.2M | 100% | Dec 2020 | ||
| Vista Private Wealth Partners | 30k | $1.0M | -32% | Mar 2021 | ||
| Integrated Wealth Concepts | 29k | $1.1M | 16% | Dec 2020 | ||
| Susquehanna International | 28k | $1.1M | -90% | Dec 2020 | ||
| MAI Wealth Advisors | 28k | $1.1M | 100% | Dec 2020 | ||
| Exchange Capital Management | 28k | $1.1M | 24% | Dec 2020 | ||
| IHT Wealth Management | 27k | $1.3M | -20% | Dec 2020 | ||
| Baker Tilly Financial | 26k | $1.0M | 100% | Dec 2020 | ||
| Change Path | 26k | $1.0M | 100% | Dec 2020 | ||
| Elevated Capital Advisors | 24k | $967k | -7% | Dec 2020 | ||
| Harbor Advisory Corp | 24k | $964k | 100% | Dec 2020 | ||
| Flagship Harbor Advisors | 24k | $940k | 100% | Dec 2020 | ||
| One Wealth Advisors | 23k | $923k | 100% | Dec 2020 | ||
| Assetmark | 22k | $890k | 49740% | Dec 2020 | ||
| Condor Capital Management | 22k | $880k | 251% | Dec 2020 | ||
| Stephens | 21k | $835k | -12% | Dec 2020 | ||
| Sightline Wealth Advisors | 21k | $831k | 100% | Dec 2020 | ||
| Strategic Wealth Advisors | 20k | $808k | 100% | Dec 2020 | ||
| Kalos Management | 20k | $897k | -27% | Dec 2020 | ||
| Visionary Wealth Advisors | 20k | $782k | 8% | Dec 2020 | ||
| Bank Of Montreal | 19k | $805k | 5% | Dec 2020 | ||
| LexAurum Advisors | 19k | $759k | 93% | Dec 2020 | ||
| HBW Advisory Services | 19k | $767k | 204% | Mar 2021 | ||
| Wealthcare Advisory Partners | 18k | $727k | 100% | Dec 2020 | ||
| Fifth Third Securities | 18k | $695k | 100% | Dec 2020 | ||
| Investors Financial Group | 18k | $711k | 45% | Mar 2021 | ||
| Equitable Holdings | 17k | $684k | 50% | Dec 2020 | ||
| Capstone Triton Financial Group | 17k | $677k | 100% | Dec 2020 | ||
| H D Vest Advisory Services | 13k | $507k | -44% | Dec 2020 | ||
| RDA Financial Network | 11k | $422k | -50% | Dec 2020 | ||
Who sold out of Wisdomtree Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Smart Money Group | Sep 2020 | 91k | $3.1M |
| HighTower Advisors | Sep 2020 | 80k | $2.7M |
| Steward Partners Investment Advisory | Sep 2020 | 74k | $2.5M |
| Banco Santander | Sep 2020 | 70k | $2.4M |
| Prudential Financial | Sep 2020 | 19k | $640k |