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 | 1.9M | $74M | 100% | Mar 2026 |
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| ValMark Advisers | 1.6M | $66M | -4% | Mar 2026 |
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| UBS Group | 1.4M | $58M | 5% | Mar 2026 |
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| State of Wisconsin Investment Board | 1.4M | $55M | 0% | Dec 2025 |
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| Wells Fargo & Company | 1.3M | $51M | 2% | Mar 2026 |
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| LPL Financial | 1.2M | $49M | -11% | Mar 2026 |
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| ESL Trust Services | 959k | $38M | 0% | Mar 2026 |
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| Charles Schwab Investment Management | 698k | $27M | -4% | Dec 2025 |
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| Elwood & Goetz Wealth Advisory Group | 619k | $25M | 2% | Mar 2026 |
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| Resources Investment Advisors | 599k | $24M | -21% | Mar 2026 |
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| Meitav Dash Investments | 577k | $23M | 0% | Mar 2026 |
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| Warren Street Wealth Advisors | 543k | $22M | -4% | Mar 2026 |
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| Advisor Group Holdings | 523k | $20M | -37% | Dec 2025 |
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| Michael S. Ryan | 508k | $20M | 8% | Mar 2026 |
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| Pallas Capital Advisors | 493k | $20M | -9% | Mar 2026 |
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| Susquehanna International | 370k | $14M | 2949% | Dec 2025 |
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| Howard Financial Services | 337k | $14M | 10% | Mar 2026 |
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| Transamerica Financial Advisors | 330k | $13M | -9% | Mar 2026 |
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| Cetera Investment Advisers | 320k | $13M | -13% | Mar 2026 |
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| Wealth Management Resources | 317k | $13M | 0% | Mar 2026 |
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| Stifel Financial | 285k | $11M | 11% | Mar 2026 |
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| Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet | 263k | $11M | 0% | Mar 2026 |
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| CWM | 261k | $10M | -6% | Dec 2025 |
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| Invenio Wealth Partners | 250k | $10M | 22% | Mar 2026 |
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| Gould Asset Management | 245k | $9.8M | -1% | Mar 2026 |
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| American Financial & Tax Strategies | 245k | $9.8M | -2% | Mar 2026 |
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| Goldstein Advisors | 230k | $9.2M | 1% | Mar 2026 |
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| Ameriprise Financial | 229k | $9.2M | 0% | Mar 2026 |
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| Sloy Dahl & Holst | 229k | $9.2M | 0% | Mar 2026 |
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| We Are One Seven | 215k | $8.4M | 3% | Dec 2025 |
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| SRS Capital Advisors | 207k | $8.3M | 4% | Mar 2026 |
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| Lodestar Private Asset Management | 205k | $8.2M | -15% | Mar 2026 |
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| Bank of New York Mellon | 203k | $8.1M | 9% | Mar 2026 |
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| Betterment | 188k | $7.3M | -1% | Dec 2025 |
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| WESCAP Management | 187k | $7.5M | 4% | Mar 2026 |
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| Colony | 176k | $6.9M | -3% | Dec 2025 |
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| Evergreen Private Wealth | 169k | $6.8M | -1% | Mar 2026 |
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| Atria Investments | 162k | $6.5M | -1% | Mar 2026 |
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| Stratos Wealth Partners | 161k | $6.4M | 0% | Mar 2026 |
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| Pinnacle Financial Partners | 158k | $6.2M | 100% | Dec 2025 |
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| Merit Financial Group | 137k | $5.5M | -6% | Mar 2026 |
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| Encompass More Asset Management | 132k | $5.3M | 115% | Mar 2026 |
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| Addison Capital | 132k | $5.3M | 12% | Mar 2026 |
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| IFP Advisors | 129k | $5.2M | 19% | Mar 2026 |
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| Evermay Wealth Management | 128k | $5.1M | -4% | Mar 2026 |
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| Mariner Wealth Advisors | 121k | $4.9M | -3% | Mar 2026 |
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| Sentinel Wealth Management | 119k | $4.8M | 3% | Mar 2026 |
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| D.A. Davidson & Co. | 115k | $4.6M | -2% | Mar 2026 |
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| Envestnet Asset Management | 114k | $4.6M | -2% | Mar 2026 |
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| Private Advisor | 106k | $4.2M | 4% | Mar 2026 |
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| Equitable Holdings | 102k | $4.0M | 3% | Mar 2026 |
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| Beaumont Capital Management | 100k | $4.0M | -5% | Mar 2026 |
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| Smartleaf Asset Management | 98k | $3.8M | -1% | Mar 2026 |
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| Castlekeep Investment Advisors | 96k | $3.8M | 6% | Mar 2026 |
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| Goldman Sachs Group | 94k | $3.8M | 100% | Mar 2026 |
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| Leo Wealth | 80k | $3.2M | 26% | Mar 2026 |
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| SK Wealth Management | 79k | $3.2M | -1% | Mar 2026 |
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| HighTower Advisors | 73k | $2.9M | 244% | Mar 2026 |
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| Raymond James Financial | 72k | $2.8M | -12% | Dec 2025 |
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| Lido Advisors | 70k | $2.8M | 25% | Mar 2026 |
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| Premier Path Wealth Partners | 70k | $2.8M | -15% | Mar 2026 |
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| Journey Strategic Wealth | 66k | $2.6M | -1% | Mar 2026 |
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| Citadel Advisors | 64k | $2.5M | -47% | Mar 2026 |
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| Old Mission Capital | 57k | $2.2M | 100% | Dec 2025 |
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| NewEdge Wealth | 57k | $2.3M | 100% | Mar 2026 |
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| Yoder Wealth Management | 56k | $2.2M | 0% | Mar 2026 |
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| Drive Wealth Management | 55k | $2.2M | 11% | Mar 2026 |
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| XML Financial | 49k | $2.0M | 0% | Mar 2026 |
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| Karnit Road Accident Victims Compensation Fund | 47k | $1.9M | 100% | Mar 2026 |
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| Blackhawk Capital Partners | 46k | $1.8M | 6% | Mar 2026 |
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| Kestra Advisory Services | 42k | $1.7M | 4% | Mar 2026 |
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| Captrust Financial Advisors | 40k | $1.6M | -7% | Dec 2025 |
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| Per Stirling Capital Management | 40k | $1.6M | -1% | Mar 2026 |
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| Montecito Bank & Trust | 39k | $1.6M | -9% | Mar 2026 |
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| Cambridge Investment Research Advisors | 38k | $1.5M | 0% | Mar 2026 |
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| Glen Eagle Advisors | 37k | $1.5M | -24% | Mar 2026 |
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| Condor Capital Management | 37k | $1.5M | 0% | Mar 2026 |
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| Wiley Bros.-aintree Capital | 37k | $1.4M | 100% | Dec 2025 |
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| MAI Wealth Advisors | 36k | $1.4M | 2% | Mar 2026 |
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| Client 1st Advisory Group | 36k | $1.4M | -2% | Mar 2026 |
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| Oxinas Partners Wealth Management | 36k | $1.4M | -3% | Mar 2026 |
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| Robertson Stephens Wealth Management | 33k | $1.3M | 0% | Mar 2026 |
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| Beaumont Financial Advisors | 32k | $1.3M | -2% | Mar 2026 |
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| Rockefeller Capital Management | 32k | $1.3M | 10% | Mar 2026 |
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| EverSource Wealth Advisors | 30k | $1.2M | 2% | Mar 2026 |
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| Sherry Group | 30k | $1.2M | 0% | Mar 2026 |
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| Dan Callahan | 29k | $1.2M | 5% | Mar 2026 |
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| Koss-Olinger Consulting | 29k | $1.2M | -1% | Mar 2026 |
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| Integrated Wealth Concepts | 29k | $1.1M | 16% | Mar 2026 |
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| Beckerman Institutional | 28k | $1.1M | 0% | Mar 2026 |
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| Mercer Global Advisors | 28k | $1.1M | 231% | Mar 2026 |
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| Northbridge Financial Group | 27k | $1.2M | -3% | Mar 2026 |
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| Nbc Securities | 26k | $1.0M | -12% | Mar 2026 |
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| Perigon Wealth Management | 26k | $1.0M | 5% | Mar 2026 |
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| Summit Wealth Partners | 26k | $1.0M | -9% | Mar 2026 |
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| ETF Store | 25k | $997k | 18% | Mar 2026 |
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| Fischer Financial Services | 24k | $976k | 3% | Mar 2026 |
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| IHT Wealth Management | 24k | $955k | 0% | Dec 2025 |
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| Empowered Funds | 23k | $884k | 100% | Dec 2025 |
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| N.E.W. Advisory Services | 22k | $881k | 1% | Mar 2026 |
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| Independent Advisor Alliance | 22k | $862k | 100% | Mar 2026 |
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| Ellis Investment Partners | 21k | $860k | 1% | Mar 2026 |
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| XY Planning Network | 21k | $850k | 44% | Mar 2026 |
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| Arsenal Capital Advisors | 20k | $795k | 100% | Mar 2026 |
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| Geneos Wealth Management | 20k | $794k | 11% | Mar 2026 |
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| Golden State Equity Partners | 20k | $788k | 102% | Mar 2026 |
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| Skyline Advisors | 20k | $785k | -44% | Mar 2026 |
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| SFI Advisors | 19k | $762k | -19% | Mar 2026 |
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| Retirement Planning Group | 18k | $739k | 100% | Mar 2026 |
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| Western Wealth Management | 17k | $694k | 147% | Mar 2026 |
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| Legacy Financial Group | 17k | $694k | -1% | Mar 2026 |
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| Howard Bailey Securities | 17k | $683k | -92% | Mar 2026 |
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| Fifth Third Bancorp | 17k | $680k | 1314% | Mar 2026 |
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| Harbour Investments | 16k | $655k | 5% | Mar 2026 |
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| Brian McDonald | 16k | $634k | 12% | Dec 2025 |
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| Mengis Capital Management | 16k | $652k | 0% | Mar 2026 |
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| Change Path | 16k | $630k | 11% | Mar 2026 |
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| WealthPlan Investment Management | 16k | $629k | -12% | Mar 2026 |
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| Opulen Financial Group | 15k | $617k | 2% | Mar 2026 |
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| Avestar Capital | 15k | $613k | 0% | Mar 2026 |
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| Webster Bank, N. A. | 15k | $611k | 0% | Mar 2026 |
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| Mml Investors Services | 15k | $609k | -30% | Mar 2026 |
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| World Equity Group | 15k | $605k | 28% | Mar 2026 |
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| Summit Financial | 15k | $603k | -3% | Mar 2026 |
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| Buckingham Strategic Partners | 15k | $582k | -8% | Mar 2026 |
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| Royal Bank of Canada | 15k | $583k | -75% | Mar 2026 |
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| OMNI 360 Wealth | 14k | $564k | 1% | Mar 2026 |
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| U.S. Capital Wealth Advisors | 14k | $561k | -8% | Mar 2026 |
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| Mayflower Financial Advisors | 14k | $555k | -7% | Mar 2026 |
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| REDW Stanley Financial Advisors | 14k | $552k | -24% | Mar 2026 |
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| RFG Advisory | 14k | $546k | 0% | Mar 2026 |
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| MBE Wealth Management | 14k | $545k | 0% | Mar 2026 |
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| Keystone Financial Group | 14k | $562k | -2% | Mar 2026 |
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| Emerald Investment Partners | 13k | $526k | 0% | Mar 2026 |
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| Armis Advisers | 13k | $626k | -5% | Mar 2026 |
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| Wealthfront Advisers | 13k | $522k | 26% | Mar 2026 |
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| TopTier Wealth Management | 13k | $518k | 100% | Mar 2026 |
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| Cornerstone Financial Group | 13k | $579k | -4% | Mar 2026 |
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| Fermata Advisors | 13k | $509k | -19% | Mar 2026 |
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| Security Financial Services | 12k | $497k | -38% | Mar 2026 |
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| Herold Advisors | 12k | $462k | -9% | Dec 2025 |
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| Alchemi Wealth | 11k | $452k | 100% | Mar 2026 |
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| Steward Partners Investment Advisory | 11k | $441k | 0% | Mar 2026 |
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| Harbor Advisory Corp | 11k | $431k | 0% | Mar 2026 |
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| Bsc Private Wealth Management | 10k | $418k | -1% | Mar 2026 |
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| CoreCap Advisors | 10k | $417k | -5% | Mar 2026 |
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| Grove Street Fiduciary | 10k | $404k | 0% | Mar 2026 |
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| Thrivent Financial for Lutherans | 10k | $393k | -38% | Mar 2026 |
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| Northwestern Mutual Wealth Management Company | 9.7k | $390k | 35% | Mar 2026 |
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| REAP Financial Group | 8.8k | $352k | -15% | Mar 2026 |
|
Who sold out of Wisdomtree Tr cmn?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Jpmorgan Chase & Co | Sep 2025 | 140k | $5.3M |
| National Asset Management | Dec 2025 | 112k | $4.4M |
| Insight Advisors, LLC/ PA | Dec 2025 | 100k | $3.9M |
| Flow Traders US | Dec 2025 | 76k | $2.9M |
| Jane Street | Dec 2025 | 70k | $2.7M |
| Concurrent Investment Advisors | Dec 2025 | 50k | $2.0M |
| Mivtachim The Workers Social Insurance Fund | Dec 2025 | 47k | $1.8M |
| Main Street Financial Solutions | Sep 2025 | 20k | $753k |
| Axxcess Wealth Management | Dec 2025 | 15k | $565k |