PERSONAL CFO SOLUTIONS, 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
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 Q3 2021
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 373,558$13,766,00012.73%
ESL Trust Services, LLC 712,677$26,262,0007.56%
Rise Advisors, LLC 182,623$6,729,659,0006.41%
JD Financial Services Inc. 189,997$7,001,0005.77%
Melone Private Wealth, LLC 205,294$7,565,0005.69%
Beaumont Capital Management, LLC 256,805$9,462,0005.47%
Shore Point Advisors, LLC 178,247$6,568,0005.46%
TOMPKINS FINANCIAL CORP 753,352$27,753,0004.92%
MFA WEALTH ADVISORS, LLC 267,069$9,841,0004.16%
Legacy Financial Group LLC 253,618$9,166,0003.94%
View complete list of WISDOMTREE TR shareholders