Moisand Fitzgerald Tamayo, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 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
Moisand Fitzgerald Tamayo, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$5,0000.0%1460.0%0.00%
-50.0%
Q3 2021$5,000
-16.7%
1460.0%0.00%0.0%
Q2 2021$6,0000.0%1460.0%0.00%
-33.3%
Q1 2021$6,0000.0%1460.0%0.00%0.0%
Q4 2020$6,000
+20.0%
1460.0%0.00%0.0%
Q3 2020$5,0001460.00%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,973,441$59,026,00017.17%
ESL Trust Services, LLC 668,580$19,997,0009.07%
WADDELL & ASSOCIATES, LLC 670,049$20,041,0005.97%
DeGreen Capital Management LLC 388,773$11,628,0005.57%
CLIENT 1ST ADVISORY GROUP, LLC 185,748$6,130,0005.08%
Coyle Financial Counsel LLC 182,954$5,472,0005.06%
MFA WEALTH ADVISORS, LLC 220,468$6,594,198,0004.26%
TOMPKINS FINANCIAL CORP 673,043$20,123,0004.23%
VIVID FINANCIAL MANAGEMENT, INC. 224,908$6,727,0004.20%
MBE Wealth Management, LLC 160,097$4,788,0004.03%
View complete list of WISDOMTREE TR shareholders