YHB Investment Advisors, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 265 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

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 Q2 2022
NameSharesValueWeighting ↓
ESL Trust Services, LLC 675,680$28,426,0008.46%
Legacy Capital Wealth Partners, LLC 336,389$14,152,0007.62%
JD Financial Services Inc. 189,436$7,970,0007.40%
Seascape Capital Management 289,231$12,168,0006.33%
MBE Wealth Management, LLC 274,116$11,532,0005.97%
Harborview Advisors, LLC 241,389$10,155,0005.68%
Coyle Financial Counsel LLC 220,375$9,271,0005.56%
Lebenthal Global Advisors, LLC 222,263$9,350,0005.02%
CLIENT 1ST ADVISORY GROUP, LLC 227,608$9,575,0004.96%
DeGreen Capital Management LLC 350,482$14,745,0004.95%
View complete list of WISDOMTREE TR shareholders