Private Ocean, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 317 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Private Ocean, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$30,000
+3.4%
718
+0.1%
0.00%
-20.0%
Q1 2021$29,000
+3.6%
7170.0%0.01%
-16.7%
Q4 2020$28,000
+16.7%
717
+0.4%
0.01%0.0%
Q3 2020$24,000
+14.3%
714
+0.4%
0.01%
+20.0%
Q2 2020$21,0007110.01%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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