Total Clarity Wealth Management, Inc. - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.

Quarter-by-quarter ownership
Total Clarity Wealth Management, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$1,000
-99.8%
32
-99.7%
0.00%
-99.6%
Q1 2021$467,000
+117.2%
11,480
+111.4%
0.27%
+79.9%
Q4 2020$215,0005,4300.15%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
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