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 | ||
|---|---|---|---|---|---|---|
| LPL Financial | 4.7M | $190M | 32% | Mar 2021 | ||
| Bank of Nova Scotia | 4.7M | $190M | 629% | Mar 2021 | ||
| Harel Insurance Investments & Financial Services | 4.6M | $188M | 0% | Mar 2021 | ||
| Clal Insurance Enterprises Holdings | 4.1M | $168M | 88% | Mar 2021 | ||
| Bank of America Corporation | 3.9M | $159M | 16% | Mar 2021 | ||
| Assetmark | 3.6M | $145M | 15765% | Mar 2021 | ||
| Migdal Insurance & Financial Holdings | 2.8M | $113M | 0% | Mar 2021 | ||
| Jane Street | 2.0M | $81M | 1580% | Mar 2021 | ||
| Hsbc Holdings | 1.8M | $73M | 13% | Mar 2021 | ||
| Wells Fargo & Company | 1.7M | $68M | 10% | Mar 2021 | ||
| ValMark Advisers | 1.1M | $45M | 25% | Mar 2021 | ||
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| UBS Group | 1.1M | $43M | 30% | Mar 2021 | ||
| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet | 1.1M | $43M | 20% | Mar 2021 | ||
| Athanor Capital | 915k | $37M | 23% | Mar 2021 | ||
| Susquehanna International | 911k | $37M | 3113% | Mar 2021 | ||
| Envestnet Asset Management | 814k | $33M | 12% | Mar 2021 | ||
| Feltz Wealth PLAN | 810k | $33M | 4% | Mar 2021 | ||
| 55i | 781k | $32M | 10% | Mar 2021 | ||
| Phoenix Holdings | 719k | $29M | 176% | Mar 2021 | ||
| Tompkins Financial Corp | 715k | $29M | 2% | Mar 2021 | ||
| Waddell & Associates | 700k | $29M | 3% | Mar 2021 | ||
| Roosevelt Investment Group | 687k | $28M | 2% | Mar 2021 | ||
| Advisor Group Holdings | 685k | $28M | 113% | Mar 2021 | ||
| ESL Trust Services | 674k | $27M | 1% | Mar 2021 | ||
| BerganKDV Wealth Management | 628k | $26M | 100% | Mar 2021 | ||
| Beaumont Financial Partners | 598k | $24M | 97% | Mar 2021 | ||
| Royal Bank of Canada | 553k | $23M | -8% | Mar 2021 | ||
| Stifel Financial | 546k | $22M | 121% | Mar 2021 | ||
| Buckingham Asset Management | 509k | $21M | -3% | Mar 2021 | ||
| Boston Financial Mangement | 489k | $20M | 2% | Mar 2021 | ||
| Captrust Financial Advisors | 486k | $20M | 100% | Mar 2021 | ||
| Raymond James Financial Services Advisors | 484k | $20M | 14% | Mar 2021 | ||
| Hennion & Walsh Asset Management | 477k | $19M | 100% | Mar 2021 | ||
| Badgley Phelps Investment Managers | 465k | $19M | 26% | Mar 2021 | ||
| Astor Investment Management | 440k | $18M | -11% | Mar 2021 | ||
| National Asset Management | 422k | $17M | 5% | Mar 2021 | ||
| Raymond James & Associates | 419k | $17M | 50% | Mar 2021 | ||
| Ameriprise Financial | 388k | $16M | 49% | Mar 2021 | ||
| Commonwealth Equity Services | 385k | $16M | 0% | Mar 2021 | ||
| Cantor Fitzgerald Investment Adviser | 377k | $15M | 0% | Mar 2021 | ||
| Full Sail Capital | 370k | $15M | 21% | Mar 2021 | ||
| WESCAP Management | 367k | $15M | 1% | Mar 2021 | ||
| DeGreen Capital Management | 366k | $9.8M | -1% | Mar 2021 | ||
| Legacy Capital Wealth Partners | 347k | $14M | 0% | Mar 2021 | ||
| AE Wealth Management | 337k | $14M | -7% | Mar 2021 | ||
| Cooper Financial Group | 330k | $13M | -13% | Mar 2021 | ||
| Evermay Wealth Management | 322k | $13M | 30% | Mar 2021 | ||
| Janney Montgomery Scott | 269k | $11M | 2524% | Mar 2021 | ||
| Cambridge Investment Research Advisors | 269k | $11M | -2% | Mar 2021 | ||
| Seascape Capital Management | 265k | $11M | 51% | Mar 2021 | ||
| Vivid Financial Management | 261k | $11M | -9% | Mar 2021 | ||
| McMahon Financial Advisors | 260k | $11M | 20% | Mar 2021 | ||
| Clark Capital Management Group | 235k | $9.6M | -24% | Mar 2021 | ||
| Mutual Advisors | 235k | $9.6M | 561% | Mar 2021 | ||
| Strategic Blueprint | 233k | $9.5M | 0% | Mar 2021 | ||
| Client 1st Advisory Group | 232k | $9.4M | 4% | Mar 2021 | ||
| Wayne Hummer Investments | 231k | $9.4M | 100% | Mar 2021 | ||
| CIBC World Markets | 228k | $9.3M | 24% | Mar 2021 | ||
| Segment Wealth Management | 226k | $9.2M | 4% | Mar 2021 | ||
| Lebenthal Global Advisors | 223k | $9.1M | 100% | Mar 2021 | ||
| HighTower Advisors | 223k | $9.1M | 100% | Mar 2021 | ||
| Streettalk Advisors | 220k | $8.9M | 4% | Mar 2021 | ||
| Raub Brock Capital Management | 218k | $8.9M | 100% | Mar 2021 | ||
| Legacy Financial Group | 216k | $8.8M | 34% | Mar 2021 | ||
| Elwood & Goetz Wealth Advisory Group | 208k | $8.5M | 9% | Mar 2021 | ||
| Harborview Advisors | 206k | $8.4M | 28% | Mar 2021 | ||
| Coyle Financial Counsel | 202k | $8.2M | 11% | Mar 2021 | ||
| Compass Ion Advisors | 201k | $8.2M | 5% | Mar 2021 | ||
| Horst & Graben Wealth Management | 200k | $8.1M | 1% | Mar 2021 | ||
| Rockefeller Capital Management | 199k | $8.1M | -10% | Mar 2021 | ||
| Venturi Wealth Management | 199k | $8.1M | 100% | Mar 2021 | ||
| Howard Financial Services | 196k | $8.0M | 6% | Mar 2021 | ||
| Bsc Private Wealth Management | 189k | $7.7M | 100% | Mar 2021 | ||
| Concord Wealth Partners | 186k | $7.6M | 9034% | Mar 2021 | ||
| Estate Counselors | 185k | $7.5M | 0% | Mar 2021 | ||
| ShoreHaven Wealth Partners | 166k | $6.8M | 3% | Mar 2021 | ||
| MBE Wealth Management | 161k | $6.6M | 1% | Mar 2021 | ||
| Quattro Financial Advisors | 153k | $6.3M | 67% | Mar 2021 | ||
| Private Advisor | 139k | $5.7M | 18% | Mar 2021 | ||
| Austin Private Wealth | 139k | $5.7M | -14% | Mar 2021 | ||
| Stewardship Advisors | 136k | $5.5M | 13% | Mar 2021 | ||
| UMA Financial Services | 135k | $5.6M | 9% | Mar 2021 | ||
| Mml Investors Services | 132k | $5.4M | -11% | Mar 2021 | ||
| Old National Trust Company | 125k | $5.1M | 24% | Mar 2021 | ||
| Leicht Financial Planning & Wealth Management | 122k | $5.0M | 6% | Mar 2021 | ||
| Stratos Wealth Partners | 121k | $4.9M | 33% | Mar 2021 | ||
| Kestra Advisory Services | 119k | $4.9M | 46% | Mar 2021 | ||
| Southern Farm Bureau Life Insurance | 119k | $4.8M | 100% | Mar 2021 | ||
| MACRO Consulting Group | 114k | $4.6M | -4% | Mar 2021 | ||
| Blue Edge Capital | 109k | $4.4M | 62% | Mar 2021 | ||
| S. R. Schill & Associates | 108k | $4.4M | 1% | Mar 2021 | ||
| Mivtachim The Workers Social Insurance Fund | 107k | $4.3M | 0% | Mar 2021 | ||
| Steward Partners Investment Advisory | 106k | $4.3M | 100% | Mar 2021 | ||
| Aveo Capital Partners | 101k | $4.1M | 100% | Mar 2021 | ||
| Ballentine Partners | 98k | $4.0M | 100% | Mar 2021 | ||
| Tillar-Wenstrup Advisors | 94k | $3.8M | 100% | Mar 2021 | ||
| First Republic Investment Management | 94k | $3.8M | 100% | Mar 2021 | ||
| Pinnacle Financial Partners | 93k | $3.8M | 96% | Mar 2021 | ||
| Csenge Advisory Group | 90k | $3.7M | 508% | Mar 2021 | ||
| AdvisorNet Financial | 89k | $3.6M | -2% | Mar 2021 | ||
| Clearview Wealth Advisors | 88k | $3.6M | -11% | Mar 2021 | ||
| Truadvice | 88k | $3.7M | -31% | Mar 2021 | ||
| D.A. Davidson & Co. | 88k | $3.6M | 10% | Mar 2021 | ||
| Financial Advocates Investment Management | 86k | $3.5M | 16% | Mar 2021 | ||
| Monument Capital Management | 85k | $3.5M | -32% | Mar 2021 | ||
| Spectrum Planning & Advisory Services | 84k | $3.4M | -6% | Mar 2021 | ||
| Integrated Wealth Concepts | 77k | $3.1M | 170% | Mar 2021 | ||
| Centennial Wealth Advisory | 75k | $3.1M | 5% | Mar 2021 | ||
| One Wealth Advisors | 74k | $3.0M | 216% | Mar 2021 | ||
| GeoWealth Management | 72k | $2.9M | -5% | Mar 2021 | ||
| Sheets Smith Wealth Management | 71k | $2.9M | 3% | Mar 2021 | ||
| Strategic Wealth Advisors | 64k | $2.6M | 214% | Mar 2021 | ||
| Northwestern Mutual Wealth Management Company | 60k | $2.4M | 27% | Mar 2021 | ||
| Optas | 60k | $2.4M | 1089% | Mar 2021 | ||
| Mercer Global Advisors | 59k | $2.4M | 100% | Mar 2021 | ||
| Insight Advisors, LLC/ PA | 58k | $2.4M | 11% | Mar 2021 | ||
| Concannon Wealth Management | 55k | $2.2M | -15% | Mar 2021 | ||
| Golden State Equity Partners | 54k | $2.2M | 295% | Mar 2021 | ||
| Beaumont Capital Management | 53k | $2.2M | -23% | Mar 2021 | ||
| Stratos Wealth Advisors | 52k | $2.1M | 8% | Mar 2021 | ||
| Prudential Financial | 50k | $2.0M | 100% | Mar 2021 | ||
| Centaurus Financial | 49k | $2.0M | -12% | Mar 2021 | ||
| RFG Advisory | 47k | $1.9M | 4% | Mar 2021 | ||
| Renaissance Technologies | 47k | $1.9M | 100% | Mar 2021 | ||
| Patriot Financial Group Insurance Agency | 47k | $1.9M | -20% | Mar 2021 | ||
| FLC Capital Advisors | 45k | $1.8M | 8% | Mar 2021 | ||
| Wealthcare Advisory Partners | 42k | $1.7M | 128% | Mar 2021 | ||
| Branch Banking & Trust Company | 42k | $1.7M | 4% | Mar 2021 | ||
| Procyon Private Wealth Partners | 42k | $1.7M | 17% | Mar 2021 | ||
| Cascadia Advisory Services | 42k | $1.7M | 100% | Mar 2021 | ||
| Professional Financial Advisors | 42k | $1.7M | 3131% | Mar 2021 | ||
| Belpointe Asset Management | 40k | $1.6M | -14% | Mar 2021 | ||
| Atria Investments | 40k | $1.6M | 8% | Mar 2021 | ||
| Outlook Wealth Advisors | 40k | $1.6M | -3% | Mar 2021 | ||
| Sightline Wealth Advisors | 38k | $1.6M | 82% | Mar 2021 | ||
| Argent Trust | 37k | $1.5M | -3% | Mar 2021 | ||
| SkyView Investment Advisors | 37k | $1.5M | 2% | Mar 2021 | ||
| Copperleaf Capital | 36k | $1.5M | -36% | Mar 2021 | ||
| Bank Of Montreal | 35k | $1.5M | 82% | Mar 2021 | ||
| WT Wealth Management | 34k | $1.4M | 100% | Mar 2021 | ||
| Change Path | 32k | $1.4M | 22% | Mar 2021 | ||
| Exchange Capital Management | 32k | $1.3M | 13% | Mar 2021 | ||
| Insight Wealth Strategies | 30k | $1.2M | 121% | Mar 2021 | ||
| Vista Private Wealth Partners | 30k | $1.0M | -32% | Mar 2021 | ||
| MAI Wealth Advisors | 30k | $1.2M | 6% | Mar 2021 | ||
| PSI Advisors | 28k | $1.1M | 100% | Mar 2021 | ||
| Condor Capital Management | 27k | $1.1M | 19% | Mar 2021 | ||
| Harbor Advisory Corp | 26k | $1.0M | 6% | Mar 2021 | ||
| Sowell Financial Services | 24k | $976k | -46% | Mar 2021 | ||
| Aspire Private Capital | 13k | $519k | -59% | Mar 2021 | ||
| Citadel Advisors | 10k | $407k | -98% | Mar 2021 | ||
Who sold out of Wisdomtree Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Morgan Stanley | Dec 2020 | 6.3M | $0 |
| LVZ Advisors | Mar 2021 | 475k | $19M |
| Steel Peak Wealth Management | Dec 2020 | 355k | $14M |
| Sawtooth Asset Management | Dec 2020 | 260k | $10M |
| Baker Tilly Financial | Dec 2020 | 26k | $1.0M |