CREATIVE FINANCIAL DESIGNS INC /ADV - 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
CREATIVE FINANCIAL DESIGNS INC /ADV ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$148,370
+2.2%
5,563
+7.1%
0.02%0.0%
Q2 2023$145,214
+21.3%
5,196
+20.8%
0.02%
+6.2%
Q1 2023$119,703
-0.6%
4,300
-4.7%
0.02%
-11.1%
Q4 2022$120,371
-6.7%
4,512
-14.1%
0.02%
-14.3%
Q3 2022$129,000
-67.8%
5,255
-62.3%
0.02%
-68.2%
Q2 2022$400,000
-87.7%
13,946
-86.0%
0.07%
-86.6%
Q1 2022$3,242,000
+13.2%
99,278
+27.8%
0.49%
+14.4%
Q4 2021$2,863,000
+16.4%
77,690
+17.8%
0.43%
+5.9%
Q3 2021$2,460,000
-2.0%
65,926
+10.4%
0.41%
-6.7%
Q2 2021$2,511,000
+445.9%
59,697
+428.6%
0.44%
+384.4%
Q1 2021$460,000
+11.1%
11,293
+8.3%
0.09%
+2.3%
Q4 2020$414,000
+60.5%
10,426
+36.1%
0.09%
+37.5%
Q3 2020$258,000
+3125.0%
7,658
+2951.0%
0.06%
+3100.0%
Q2 2020$8,000
+300.0%
251
+234.7%
0.00%
+100.0%
Q4 2019$2,0000.0%750.0%0.00%0.0%
Q3 2019$2,0000.0%750.0%0.00%0.0%
Q2 2019$2,0000.0%750.0%0.00%0.0%
Q1 2019$2,0000.0%750.0%0.00%0.0%
Q4 2018$2,0000.0%750.0%0.00%0.0%
Q3 2018$2,0000.0%750.0%0.00%0.0%
Q2 2018$2,000750.00%
Other shareholders
WISDOMTREE TR shareholders Q3 2021
NameSharesValueWeighting ↓
ESL Trust Services, LLC 713,202$26,617,0008.11%
DeGreen Capital Management LLC 569,369$21,249,0007.05%
JD Financial Services Inc. 197,531$7,372,0006.73%
MBE Wealth Management, LLC 296,591$11,069,0005.64%
Harborview Advisors, LLC 251,986$9,404,0005.27%
Lebenthal Global Advisors, LLC 223,475$8,340,0005.24%
TOMPKINS FINANCIAL CORP 737,354$27,510,0005.03%
Coyle Financial Counsel LLC 225,800$8,427,0004.93%
MFA WEALTH ADVISORS, LLC 261,408$9,756,0004.48%
Beaumont Capital Management, LLC 138,044$5,151,0004.41%
View complete list of WISDOMTREE TR shareholders