CGN Advisors LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.

Quarter-by-quarter ownership
CGN Advisors LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q4 2021$270,000
+31.7%
7,317
+33.5%
0.07%
+4.5%
Q3 2021$205,0005,4800.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 325,666$10,636,0009.29%
ESL Trust Services, LLC 712,042$23,256,0007.15%
Melone Private Wealth, LLC 222,443$6,727,0005.49%
Stewardship Advisors, LLC 455,040$14,862,0005.48%
WESCAP Management Group, Inc. 392,582$12,821,0003.62%
TOMPKINS FINANCIAL CORP 770,755$25,173,0003.55%
Transamerica Financial Advisors, Inc. 2,833$93,0003.32%
Legacy Financial Group LLC 343,305$11,212,0003.29%
HOWARD FINANCIAL SERVICES, LTD. 335,090$10,944,0003.24%
ShoreHaven Wealth Partners, LLC 186,705$6,097,0003.22%
View complete list of WISDOMTREE TR shareholders