Sheaff Brock Investment Advisors, 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 Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

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 Q1 2021
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