Global Retirement Partners, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.

Quarter-by-quarter ownership
Global Retirement Partners, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2021$1,000
-99.9%
22
-99.9%
0.00%
-100.0%
Q2 2021$1,304,000
+121.8%
30,988
+114.4%
0.13%
+94.2%
Q1 2021$588,000
+18.3%
14,452
+15.5%
0.07%
+11.3%
Q4 2020$497,000
+27.1%
12,517
+7.7%
0.06%
+8.8%
Q3 2020$391,00011,6170.06%
Other shareholders
WISDOMTREE TR shareholders Q4 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