YHB Investment Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
YHB Investment Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$260,000
-27.6%
7,965
-18.2%
0.02%
-17.9%
Q4 2021$359,000
-15.5%
9,737
-14.6%
0.03%
-24.3%
Q3 2021$425,000
+3.7%
11,400
+16.9%
0.04%
+5.7%
Q2 2021$410,000
+39.5%
9,755
+37.1%
0.04%
+40.0%
Q1 2021$294,0007,1150.02%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 421,233$11,234,2887.43%
ESL Trust Services, LLC 772,118$20,592,3876.56%
Legacy Financial Group LLC 588,118$15,685,108,0003.69%
Refined Wealth Management 152,338$4,062,8773.65%
Michael S. Ryan, Inc. 147,531$3,806,3003.63%
Melone Private Wealth, LLC 173,117$4,617,0423.30%
Elwood & Goetz Wealth Advisory Group, LLC 428,408$11,425,6502.65%
Harel Insurance Investments & Financial Services Ltd. 4,821,546$128,5912.54%
Vertex Planning Partners, LLC 260,953$6,959,6242.40%
Rise Advisors, LLC 107,575$2,869,0212.27%
View complete list of WISDOMTREE TR shareholders