RMR Wealth Builders - 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
RMR Wealth Builders ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2022$284,000
-96.6%
11,541
-96.0%
0.07%
-96.6%
Q2 2022$8,250,000
-8.3%
287,662
+4.5%
2.06%
+6.6%
Q1 2022$8,993,000
+18.9%
275,344
+34.1%
1.93%
-11.2%
Q4 2021$7,565,000
+10406.9%
205,302
+11545.0%
2.17%
+11336.8%
Q1 2021$72,0001,7630.02%
Other shareholders
WISDOMTREE TR shareholders Q2 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