Collaborative Wealth Managment 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
Collaborative Wealth Managment Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$212,043
+4.3%
7,616
-0.1%
0.13%0.0%
Q4 2022$203,395
-12.3%
7,623
-5.9%
0.13%
-11.8%
Q2 2022$232,000
-73.9%
8,097
-66.4%
0.15%
-68.7%
Q4 2021$888,000
+39.4%
24,097
+23.5%
0.49%
+32.4%
Q1 2021$637,00019,5050.37%
Other shareholders
WISDOMTREE TR shareholders Q2 2021
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 352,050$8,667,0008.73%
ESL Trust Services, LLC 711,877$17,526,0006.51%
Melone Private Wealth, LLC 235,181$6,018,0005.26%
Legacy Financial Group LLC 436,470$10,746,0003.59%
TOMPKINS FINANCIAL CORP 801,204$19,726,0003.33%
WESCAP Management Group, Inc. 343,038$8,445,0003.23%
Amplius Wealth Advisors, LLC 706,392$17,391,0003.11%
Refined Wealth Management 139,239$3,428,0003.09%
Stewardship Advisors, LLC 284,250$6,998,0003.03%
ETF Store, Inc. 131,806$3,245,0002.83%
View complete list of WISDOMTREE TR shareholders