Moisand Fitzgerald Tamayo, 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
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 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