Sheaff Brock Investment Advisors, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 243 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
Sheaff Brock Investment Advisors, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2021$261,000
+3.2%
6,2000.0%0.02%
-5.0%
Q1 2021$253,000
+1.2%
6,200
-1.6%
0.02%
-4.8%
Q4 2020$250,000
+17.9%
6,3000.0%0.02%
+5.0%
Q3 2020$212,000
+1.4%
6,300
-10.0%
0.02%
-4.8%
Q2 2020$209,0007,0000.02%
Other shareholders
WISDOMTREE TR shareholders Q4 2020
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 421,233$11,234,2887.43%
ESL Trust Services, LLC 772,118$20,592,3876.56%
Legacy Financial Group LLC 588,118$15,685,108,0003.69%
Refined Wealth Management 152,338$4,062,8773.65%
Michael S. Ryan, Inc. 147,531$3,806,3003.63%
Melone Private Wealth, LLC 173,117$4,617,0423.30%
Elwood & Goetz Wealth Advisory Group, LLC 428,408$11,425,6502.65%
Harel Insurance Investments & Financial Services Ltd. 4,821,546$128,5912.54%
Vertex Planning Partners, LLC 260,953$6,959,6242.40%
Rise Advisors, LLC 107,575$2,869,0212.27%
View complete list of WISDOMTREE TR shareholders