IFP Advisors, Inc - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 8 filers reported holding WISDOMTREE TR in Q4 2017. The put-call ratio across all filers is - and the average weighting 0.0%.

Quarter-by-quarter ownership
IFP Advisors, Inc ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$3,353,764
-64.0%
125,742
-60.0%
0.15%
-26.3%
Q2 2023$9,315,874
+62.7%
314,504
+71.9%
0.20%
-17.7%
Q1 2023$5,725,822
+88206.9%
182,993
-11.2%
0.25%
+43.9%
Q4 2022$6,484
-99.9%
206,108
+2.9%
0.17%
+4.8%
Q3 2022$6,334,000
+10.4%
200,209
+10.4%
0.16%
-8.3%
Q2 2022$5,735,000
-33.8%
181,298
-33.9%
0.18%
+66.7%
Q1 2022$8,661,000
+209.9%
274,210
+264.1%
0.11%
+96.4%
Q4 2021$2,795,000
+161.5%
75,315
+163.9%
0.06%
+161.9%
Q3 2021$1,069,000
+45.2%
28,540
+61.9%
0.02%
+40.0%
Q2 2021$736,000
+34.8%
17,632
+31.6%
0.02%
+36.4%
Q1 2021$546,000
+96.4%
13,399
+90.5%
0.01%0.0%
Q4 2020$278,000
+53.6%
7,034
+30.3%
0.01%0.0%
Q3 2020$181,000
+352.5%
5,399
+294.7%
0.01%
+266.7%
Q2 2020$40,000
+17.6%
1,368
+4.8%
0.00%0.0%
Q1 2020$34,000
-97.4%
1,305
-96.9%
0.00%
-96.9%
Q4 2019$1,299,000
+14.1%
41,550
+0.0%
0.10%
+28.9%
Q3 2019$1,138,000
+898.2%
41,540
+837.7%
0.08%
+985.7%
Q4 2018$114,000
-18.6%
4,430
-10.6%
0.01%
+16.7%
Q3 2018$140,000
-4.1%
4,9550.0%0.01%0.0%
Q2 2018$146,000
+58.7%
4,955
+70.9%
0.01%
+50.0%
Q1 2018$92,0000.0%2,9000.0%0.00%0.0%
Q4 2017$92,0002,9000.00%
Other shareholders
WISDOMTREE TR shareholders Q4 2017
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