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 ↓
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