GeoWealth 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
GeoWealth Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$3,018,000
-5.7%
80,845
+6.3%
0.25%
-38.5%
Q2 2021$3,200,000
+9.9%
76,044
+6.2%
0.40%
-10.8%
Q1 2021$2,913,000
-3.0%
71,573
-5.3%
0.45%
-5.6%
Q4 2020$3,002,00075,5940.48%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,934,654$76,748,00019.17%
ESL Trust Services, LLC 670,530$26,600,0009.77%
MFA WEALTH ADVISORS, LLC 216,579$8,591,0007.65%
WADDELL & ASSOCIATES, LLC 682,297$27,067,0006.19%
CLIENT 1ST ADVISORY GROUP, LLC 222,508$9,279,0006.02%
Legacy Capital Wealth Partners, LLC 346,779$13,757,0005.89%
DeGreen Capital Management LLC 370,517$14,698,0005.74%
VIVID FINANCIAL MANAGEMENT, INC. 286,499$11,365,0005.48%
Coyle Financial Counsel LLC 181,821$7,213,0005.29%
TOMPKINS FINANCIAL CORP 703,724$27,909,0005.02%
View complete list of WISDOMTREE TR shareholders