Creative Planning - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 4 filers reported holding WISDOMTREE TR in Q4 2015. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
Creative Planning ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$220,000
-28.3%
7,682
-18.3%
0.00%
Q1 2022$307,000
-13.8%
9,407
-2.6%
0.00%
-100.0%
Q4 2021$356,000
+10.6%
9,658
+11.9%
0.00%0.0%
Q3 2021$322,000
-41.9%
8,632
-34.4%
0.00%0.0%
Q2 2021$554,000
+4.9%
13,160
+1.4%
0.00%0.0%
Q1 2021$528,000
+4700.0%
12,984
+2496.8%
0.00%
Q4 2016$11,000
-8.3%
5000.0%0.00%
Q3 2016$12,000
+20.0%
5000.0%0.00%
Q2 2016$10,0000.0%5000.0%0.00%
Q1 2016$10,0000.0%5000.0%0.00%
Q4 2015$10,0000.0%5000.0%0.00%
Q3 2015$10,0005000.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2015
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