PERSONAL CFO SOLUTIONS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

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 2022
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,973,441$59,026,00017.17%
ESL Trust Services, LLC 668,580$19,997,0009.07%
WADDELL & ASSOCIATES, LLC 670,049$20,041,0005.97%
DeGreen Capital Management LLC 388,773$11,628,0005.57%
CLIENT 1ST ADVISORY GROUP, LLC 185,748$6,130,0005.08%
Coyle Financial Counsel LLC 182,954$5,472,0005.06%
MFA WEALTH ADVISORS, LLC 220,468$6,594,198,0004.26%
TOMPKINS FINANCIAL CORP 673,043$20,123,0004.23%
VIVID FINANCIAL MANAGEMENT, INC. 224,908$6,727,0004.20%
MBE Wealth Management, LLC 160,097$4,788,0004.03%
View complete list of WISDOMTREE TR shareholders