Clear Harbor Asset Management, LLC - 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
Clear Harbor Asset Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$442,000
+33.1%
10,502
+28.7%
0.05%
+25.6%
Q1 2021$332,000
-98.8%
8,160
+889.1%
0.04%
+760.0%
Q3 2020$27,778,000
+48.3%
825
+37.5%
0.01%
+66.7%
Q4 2019$18,732,0006000.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 373,558$13,766,00012.73%
ESL Trust Services, LLC 712,677$26,262,0007.56%
Rise Advisors, LLC 182,623$6,729,659,0006.41%
JD Financial Services Inc. 189,997$7,001,0005.77%
Melone Private Wealth, LLC 205,294$7,565,0005.69%
Beaumont Capital Management, LLC 256,805$9,462,0005.47%
Shore Point Advisors, LLC 178,247$6,568,0005.46%
TOMPKINS FINANCIAL CORP 753,352$27,753,0004.92%
MFA WEALTH ADVISORS, LLC 267,069$9,841,0004.16%
Legacy Financial Group LLC 253,618$9,166,0003.94%
View complete list of WISDOMTREE TR shareholders