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 | 5.4M | $151M | 22% | Jun 2023 |
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| Harel Insurance Investments & Financial Services | 4.8M | $135M | 0% | Jun 2023 |
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| Bank of America Corporation | 2.6M | $73M | 1% | Jun 2023 |
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| ValMark Advisers | 2.3M | $64M | 6% | Jun 2023 |
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| LPL Financial | 2.2M | $63M | 3% | Jun 2023 |
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| Clal Insurance Enterprises Holdings | 1.8M | $51M | -1% | Jun 2023 |
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| UBS Group | 1.7M | $49M | 62% | Jun 2023 |
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| Resources Investment Advisors | 1.5M | $42M | 14% | Jun 2023 |
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| Meitav Dash Investments | 1.4M | $38M | 3% | Jun 2023 |
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| Ameriprise Financial | 815k | $23M | -12% | Jun 2023 |
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| Charles Schwab Investment Management | 770k | $22M | 3% | Jun 2023 |
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| Stifel Financial | 731k | $20M | 0% | Jun 2023 |
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| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet | 713k | $20M | 0% | Jun 2023 |
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| ESL Trust Services | 710k | $20M | 0% | Jun 2023 |
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| Advisor Group Holdings | 649k | $18M | 47% | Jun 2023 |
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| Legacy Financial Group | 624k | $17M | 8% | Jun 2023 |
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| Flow Traders US | 604k | $17M | 100% | Jun 2023 |
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| Citadel Advisors | 542k | $15M | 6014% | Jun 2023 |
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| Stewardship Advisors | 495k | $14M | 1% | Jun 2023 |
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| Jane Street | 466k | $13M | 100% | Jun 2023 |
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| Elwood & Goetz Wealth Advisory Group | 453k | $13M | 3% | Jun 2023 |
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| Jpmorgan Chase & Co | 446k | $13M | 3% | Jun 2023 |
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| Warren Street Wealth Advisors | 417k | $12M | 3% | Jun 2023 |
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| Pallas Capital Advisors | 402k | $12M | 17% | Jun 2023 |
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| Emerald Investment Partners | 370k | $10M | -3% | Jun 2023 |
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| Transamerica Financial Advisors | 363k | $10M | 5% | Jun 2023 |
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| Howard Financial Services | 320k | $9.0M | -1% | Jun 2023 |
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| AE Wealth Management | 304k | $8.5M | 0% | Jun 2023 |
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| Wells Fargo & Company | 300k | $8.4M | -9% | Jun 2023 |
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| National Asset Management | 299k | $8.4M | -19% | Jun 2023 |
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| Sweet Financial Partners | 282k | $7.9M | 1% | Jun 2023 |
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| Lodestar Private Asset Management | 279k | $7.8M | -1% | Jun 2023 |
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| Envestnet Asset Management | 272k | $7.6M | 1% | Jun 2023 |
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| Vertex Planning Partners | 258k | $7.2M | 75% | Jun 2023 |
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| Buckingham Asset Management | 256k | $7.2M | -13% | Jun 2023 |
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| Evermay Wealth Management | 244k | $6.8M | 7% | Jun 2023 |
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| Compass Ion Advisors | 226k | $6.3M | 1% | Jun 2023 |
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| Integrated Wealth Concepts | 217k | $6.1M | 8% | Jun 2023 |
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| WESCAP Management | 208k | $5.8M | -9% | Jun 2023 |
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| FDx Advisors | 205k | $5.7M | -6% | Jun 2023 |
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| Commonwealth Equity Services | 203k | $5.7M | -15% | Jun 2023 |
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| HighTower Advisors | 195k | $5.4M | 1% | Jun 2023 |
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| Bsc Private Wealth Management | 187k | $5.2M | 4% | Jun 2023 |
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| Captrust Financial Advisors | 185k | $5.2M | -72% | Jun 2023 |
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| Boston Financial Mangement | 179k | $5.0M | -26% | Jun 2023 |
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| Sloy Dahl & Holst | 178k | $5.0M | 100% | Jun 2023 |
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| Raymond James Financial Services Advisors | 177k | $5.0M | -2% | Jun 2023 |
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| Financial Network Investment Corporation | 164k | $4.6M | -1% | Jun 2023 |
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| Melone Private Wealth | 164k | $4.6M | 7% | Jun 2023 |
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| ShoreHaven Wealth Partners | 162k | $4.5M | -19% | Jun 2023 |
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| IFP Advisors | 157k | $4.4M | -14% | Jun 2023 |
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| Private Advisor | 151k | $4.4M | 3% | Jun 2023 |
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| Refined Wealth Management | 151k | $4.2M | 2% | Jun 2023 |
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| NorthCrest Asset Manangement | 149k | $4.2M | 1% | Jun 2023 |
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| Cambridge Investment Research Advisors | 141k | $3.9M | -7% | Jun 2023 |
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| Betterment | 138k | $3.9M | 11% | Jun 2023 |
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| First Republic Investment Management | 132k | $3.7M | -10% | Jun 2023 |
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| Woodmont Investment Counsel | 131k | $3.7M | 2% | Jun 2023 |
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| Procyon Private Wealth Partners | 130k | $3.6M | 30% | Jun 2023 |
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| XML Financial | 128k | $3.6M | 190% | Jun 2023 |
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| Kestra Advisory Services | 126k | $3.5M | 87% | Jun 2023 |
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| Multi-Financial Securities | 124k | $3.5M | -5% | Jun 2023 |
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| Goldstein Advisors | 122k | $3.4M | 23% | Jun 2023 |
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| D.A. Davidson & Co. | 119k | $3.3M | -6% | Jun 2023 |
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| Stratos Wealth Partners | 117k | $3.3M | 17% | Jun 2023 |
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| Raymond James & Associates | 111k | $3.1M | -2% | Jun 2023 |
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| Segment Wealth Management | 109k | $3.1M | 0% | Jun 2023 |
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| Yoder Wealth Management | 106k | $3.0M | -4% | Jun 2023 |
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| Rise Advisors | 104k | $2.9M | 9% | Jun 2023 |
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| Pinnacle Financial Partners | 100k | $2.8M | 9% | Jun 2023 |
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| Fermata Advisors | 100k | $2.8M | 14% | Jun 2023 |
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| Prudential Financial | 94k | $2.6M | 100% | Jun 2023 |
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| Michael S. Ryan | 90k | $2.6M | 100% | Jun 2023 |
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| Client 1st Advisory Group | 90k | $2.5M | -12% | Jun 2023 |
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| Strategic Blueprint | 83k | $2.3M | 4% | Mar 2023 |
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| Integrity Financial Corp | 82k | $2.3M | 98% | Jun 2023 |
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| We Are One Seven | 79k | $2.2M | -42% | Jun 2023 |
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| ETF Store | 79k | $2.3M | -41% | Jun 2023 |
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| Royal Bank of Canada | 76k | $2.1M | -68% | Jun 2023 |
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| Cypress Wealth Services | 75k | $2.2M | 66% | Jun 2023 |
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| Insight Advisors, LLC/ PA | 68k | $1.9M | 32% | Jun 2023 |
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| O'Connor Financial Group | 68k | $1.9M | 10% | Jun 2023 |
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| Equitable Holdings | 68k | $1.9M | 51% | Jun 2023 |
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| Klr Investment Advisors | 63k | $1.8M | 3% | Jun 2023 |
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| Arbor Capital Management | 62k | $1.8M | 1% | Jun 2023 |
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| Afg Fiduciary Services Limited Partnership | 58k | $1.7M | 107% | Jun 2023 |
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| Geneos Wealth Management | 57k | $1.6M | 10% | Jun 2023 |
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| Beaumont Capital Management | 56k | $1.6M | 0% | Jun 2023 |
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| Mariner Wealth Advisors | 56k | $1.6M | 5% | Jun 2023 |
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| Bank of Nova Scotia | 54k | $1.5M | -4% | Jun 2023 |
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| Bft Financial Group | 54k | $1.5M | -9% | Jun 2023 |
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| Qube Research & Technologies | 53k | $1.8M | 100% | Jun 2023 |
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| Sowell Financial Services | 52k | $1.5M | 100% | Jun 2023 |
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| Mayflower Financial Advisors | 52k | $1.5M | -28% | Jun 2023 |
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| Old Mission Capital | 52k | $1.4M | 52% | Jun 2023 |
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| Harvest Group Wealth Management | 52k | $1.4M | 53% | Mar 2023 |
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| Gladstone Institutional Advisory | 51k | $1.4M | 7% | Jun 2023 |
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| Atria Investments | 50k | $1.4M | 16% | Jun 2023 |
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| Wealth Management Resources | 49k | $1.4M | 54% | Jun 2023 |
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| Mml Investors Services | 49k | $1.4M | -27% | Jun 2023 |
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| Mivtachim The Workers Social Insurance Fund | 47k | $1.3M | 0% | Jun 2023 |
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| Steward Partners Investment Advisory | 47k | $1.3M | -2% | Jun 2023 |
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| Camden Capital | 47k | $1.3M | -2% | Jun 2023 |
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| Chicago Partners Investment | 47k | $1.3M | 19% | Jun 2023 |
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| Atomi Financial Group | 46k | $1.3M | -26% | Jun 2023 |
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| Koss-Olinger Consulting | 44k | $1.2M | 6% | Jun 2023 |
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| MAI Wealth Advisors | 43k | $1.2M | 6% | Jun 2023 |
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| H D Vest Advisory Services | 42k | $1.2M | 11% | Jun 2023 |
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| Financial Advocates Investment Management | 42k | $1.2M | -66% | Jun 2023 |
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| Kathleen S. Wright Associates | 36k | $1.0M | -4% | Jun 2023 |
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| REDW Stanley Financial Advisors | 36k | $1.0M | 0% | Jun 2023 |
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| SFI Advisors | 35k | $987k | -4% | Jun 2023 |
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| Sightline Wealth Advisors | 35k | $962k | 100% | Jun 2023 |
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| Drive Wealth Management | 34k | $953k | 14% | Jun 2023 |
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| Vista Private Wealth Partners | 33k | $925k | -4% | Jun 2023 |
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| Susquehanna International | 32k | $906k | 100% | Jun 2023 |
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| U.S. Capital Wealth Advisors | 32k | $889k | 3% | Jun 2023 |
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| Mutual Advisors | 31k | $865k | -39% | Jun 2023 |
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| Montecito Bank & Trust | 31k | $861k | 2% | Jun 2023 |
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| Change Path | 22k | $619k | -11% | Jun 2023 |
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| My Legacy Advisors | 28k | $823k | 7% | Jun 2023 |
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| Beaumont Financial Advisors | 28k | $780k | 0% | Jun 2023 |
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| IHT Wealth Management | 27k | $765k | -19% | Jun 2023 |
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| Tompkins Financial Corp | 27k | $763k | 10% | Jun 2023 |
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| Bank of New York Mellon | 27k | $762k | 196% | Jun 2023 |
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| Condor Capital Management | 27k | $749k | 2% | Jun 2023 |
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| Mendel Money Management | 27k | $749k | 25% | Jun 2023 |
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| Exchange Capital Management | 26k | $735k | 4% | Jun 2023 |
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| CI Private Wealth | 26k | $727k | -28% | Jun 2023 |
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| Patriot Financial Group Insurance Agency | 26k | $720k | -8% | Jun 2023 |
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| Treynor Bancshares | 25k | $709k | -3% | Jun 2023 |
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| Perigon Wealth Management | 25k | $688k | 5% | Jun 2023 |
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| Herold Advisors | 24k | $671k | 25% | Jun 2023 |
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| Webster Bank, N. A. | 22k | $624k | 5% | Jun 2023 |
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| Mengis Capital Management | 22k | $614k | 2% | Jun 2023 |
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| Amplius Wealth Advisors | 20k | $568k | -55% | Jun 2023 |
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| Merit Financial Group | 20k | $567k | -23% | Jun 2023 |
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| Blackhawk Capital Partners | 20k | $555k | -3% | Jun 2023 |
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| IAG Wealth Partners | 19k | $536k | -31% | Jun 2023 |
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| Streettalk Advisors | 19k | $516k | 0% | Jun 2023 |
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| Raymond James Trust | 18k | $496k | -3% | Jun 2023 |
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| Truadvice | 18k | $505k | -8% | Jun 2023 |
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| Coastal Capital Group | 17k | $482k | 49% | Jun 2023 |
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| Ellis Investment Partners | 17k | $481k | -1% | Jun 2023 |
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| Revolve Wealth Partners | 17k | $477k | 6% | Jun 2023 |
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| Atria Wealth Solutions | 17k | $470k | -10% | Jun 2023 |
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| MBE Wealth Management | 17k | $463k | 1% | Jun 2023 |
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| Aprio Wealth Management | 16k | $442k | -22% | Jun 2023 |
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| GSA Capital Partners | 16k | $435k | -56% | Jun 2023 |
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| Fortress Wealth Management | 14k | $376k | -85% | Jun 2023 |
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| Arcadia Wealth Management | 13k | $375k | -35% | Jun 2023 |
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| Golden State Equity Partners | 11k | $310k | -57% | Jun 2023 |
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| Harbor Advisory Corp | 11k | $300k | -58% | Jun 2023 |
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Who sold out of Wisdomtree Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Migdal Insurance & Financial Holdings | Mar 2023 | 2.1M | $57M |
| Great Valley Advisor Group | Mar 2023 | 484k | $14M |
| TCG Advisory Services | Mar 2023 | 218k | $6.1M |
| Professional Financial Advisors | Mar 2023 | 63k | $2.0M |
| Y.D. More Investments | Mar 2023 | 28k | $780k |
| Snowden Capital Advisors | Mar 2023 | 20k | $542k |
| NorthLanding Financial Partners | Mar 2023 | 19k | $515k |
| Harbour Capital Advisors | Mar 2023 | 17k | $461k |