PERSONAL CFO SOLUTIONS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 85 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.

Quarter-by-quarter ownership
PERSONAL CFO SOLUTIONS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$347,000
+2.7%
9,403
+4.0%
0.06%
-5.8%
Q3 2021$338,000
+0.9%
9,045
+13.7%
0.07%0.0%
Q2 2021$335,000
+13.2%
7,955
-16.2%
0.07%
-18.8%
Q4 2019$296,000
+12.5%
9,4940.0%0.08%
-19.0%
Q3 2019$263,0009,4940.10%
Other shareholders
WISDOMTREE TR shareholders Q1 2020
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