MFA WEALTH ADVISORS, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.

Quarter-by-quarter ownership
MFA WEALTH ADVISORS, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2022$570,000
-94.2%
17,454
-93.5%
0.18%
-95.6%
Q4 2021$9,841,000
+0.9%
267,069
+2.2%
4.16%
-7.1%
Q3 2021$9,756,000
-10.9%
261,408
+0.5%
4.48%
-9.4%
Q2 2021$10,945,000
+3.4%
260,194
-0.1%
4.94%
-3.7%
Q1 2021$10,586,000
+23.2%
260,400
+20.2%
5.13%
-32.9%
Q4 2020$8,591,000
+18.9%
216,579
+0.9%
7.65%
-0.4%
Q3 2020$7,225,000
-99.9%
214,593
-2.7%
7.68%
+80.2%
Q2 2020$6,594,198,000
+1318739.6%
220,468
+949.0%
4.26%
+778.8%
Q1 2020$500,00021,0170.48%
Other shareholders
WISDOMTREE TR shareholders Q2 2022
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