Frontier Wealth Management LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 51 filers reported holding WISDOMTREE TR in Q2 2019. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
Frontier Wealth Management LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$226,000
-15.4%
7,128
-1.5%
0.00%
-83.3%
Q4 2021$267,000
-27.8%
7,234
-27.1%
0.02%
-30.8%
Q3 2021$370,000
-31.1%
9,917
-22.2%
0.03%
-31.6%
Q2 2021$537,000
-28.8%
12,754
-31.2%
0.04%
-34.5%
Q1 2021$754,000
+29.1%
18,541
+25.9%
0.06%
+20.8%
Q4 2020$584,000
+9.4%
14,730
-7.1%
0.05%
-2.0%
Q3 2020$534,000
+2.7%
15,852
-8.9%
0.05%
+2.1%
Q2 2020$520,000
-49.4%
17,400
-58.7%
0.05%
-71.4%
Q1 2020$1,028,000
-68.8%
42,102
-60.2%
0.17%
-68.2%
Q4 2019$3,299,000
+214.5%
105,676
+178.4%
0.53%
+241.3%
Q3 2019$1,049,000
+71.4%
37,956
+78.9%
0.16%
+72.2%
Q2 2019$612,000
-34.7%
21,215
-34.7%
0.09%
-29.1%
Q1 2019$937,000
+53.9%
32,492
+36.4%
0.13%
+38.0%
Q4 2018$609,000
-1.1%
23,823
+9.3%
0.09%
+55.9%
Q3 2018$616,000
+27.8%
21,790
+32.8%
0.06%
-14.5%
Q2 2018$482,00016,4050.07%
Other shareholders
WISDOMTREE TR shareholders Q2 2019
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 352,050$8,667,0008.73%
ESL Trust Services, LLC 711,877$17,526,0006.51%
Melone Private Wealth, LLC 235,181$6,018,0005.26%
Legacy Financial Group LLC 436,470$10,746,0003.59%
TOMPKINS FINANCIAL CORP 801,204$19,726,0003.33%
WESCAP Management Group, Inc. 343,038$8,445,0003.23%
Amplius Wealth Advisors, LLC 706,392$17,391,0003.11%
Refined Wealth Management 139,239$3,428,0003.09%
Stewardship Advisors, LLC 284,250$6,998,0003.03%
ETF Store, Inc. 131,806$3,245,0002.83%
View complete list of WISDOMTREE TR shareholders