Who owns Wisdomtree Tr cmn?
- Ticker: XSOE
- CUSIP Number: 97717x578
Tip: Access positions for across all investors
Analyze quarterly positions in Wisdomtree Tr cmn with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Wisdomtree Tr cmn this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Harel Insurance Investments & Financial Services | 4.8M | $142M | 0% | Mar 2024 |
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Morgan Stanley | 3.8M | $111M | -18% | Mar 2024 |
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Jane Street | 2.1M | $62M | 855% | Mar 2024 |
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Bank of America Corporation | 2.0M | $59M | 7% | Mar 2024 |
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Clal Insurance Enterprises Holdings | 1.8M | $53M | 0% | Mar 2024 |
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ValMark Advisers | 1.6M | $46M | -34% | Mar 2024 |
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UBS Group | 1.5M | $45M | -4% | Mar 2024 |
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LPL Financial | 1.4M | $42M | -37% | Mar 2024 |
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Meitav Dash Investments | 1.4M | $40M | 0% | Mar 2024 |
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ESL Trust Services | 908k | $27M | 18% | Mar 2024 |
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Wells Fargo & Company | 865k | $26M | 249% | Mar 2024 |
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Advisor Group Holdings | 849k | $25M | -18% | Mar 2024 |
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Resources Investment Advisors | 793k | $23M | -45% | Mar 2024 |
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Charles Schwab Investment Management | 735k | $22M | 1% | Mar 2024 |
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Susquehanna International | 718k | $21M | 2507% | Mar 2024 |
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Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet | 713k | $21M | 0% | Mar 2024 |
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Legacy Financial Group | 641k | $19M | 1854% | Mar 2024 |
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Jpmorgan Chase & Co | 551k | $16M | -6% | Mar 2024 |
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Stifel Financial | 547k | $16M | -5% | Mar 2024 |
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Elwood & Goetz Wealth Advisory Group | 477k | $14M | 7% | Mar 2024 |
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Warren Street Wealth Advisors | 465k | $14M | 6% | Mar 2024 |
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Transamerica Financial Advisors | 381k | $11M | 9% | Mar 2024 |
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Howard Financial Services | 369k | $11M | 2% | Mar 2024 |
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Bank Of Montreal | 356k | $11M | 100% | Mar 2024 |
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Ameriprise Financial | 312k | $9.2M | -44% | Mar 2024 |
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Bulltick Wealth Management | 294k | $8.7M | -3% | Mar 2024 |
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Sweet Financial Partners | 291k | $8.6M | 11% | Mar 2024 |
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Evermay Wealth Management | 291k | $8.4M | 11% | Dec 2023 |
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Pallas Capital Advisors | 280k | $8.2M | 6% | Mar 2024 |
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Lodestar Private Asset Management | 280k | $8.2M | 1% | Mar 2024 |
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Bsc Private Wealth Management | 261k | $7.7M | 8% | Mar 2024 |
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Integrated Wealth Concepts | 237k | $7.0M | 8% | Mar 2024 |
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Buckingham Asset Management | 222k | $6.6M | -9% | Mar 2024 |
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Commonwealth Equity Services | 219k | $6.4M | 6% | Mar 2024 |
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Invenio Wealth Partners | 212k | $6.3M | 80% | Mar 2024 |
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Sloy Dahl & Holst | 203k | $6.0M | 8% | Mar 2024 |
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WESCAP Management | 191k | $5.6M | 0% | Mar 2024 |
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We Are One Seven | 186k | $5.4M | 3% | Dec 2023 |
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Betterment | 167k | $4.9M | 10% | Mar 2024 |
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Evergreen Private Wealth | 165k | $4.9M | 88% | Mar 2024 |
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Michael S. Ryan | 163k | $4.7M | 11% | Dec 2023 |
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Goldstein Advisors | 163k | $4.8M | 16% | Mar 2024 |
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Refined Wealth Management | 162k | $4.8M | 1% | Mar 2024 |
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National Asset Management | 151k | $4.0M | -37% | Mar 2024 |
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Cambridge Investment Research Advisors | 150k | $4.4M | -1% | Mar 2024 |
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Envestnet Asset Management | 145k | $4.3M | -31% | Mar 2024 |
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Gould Asset Management | 141k | $4.2M | 100% | Mar 2024 |
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Atria Investments | 141k | $4.1M | 110% | Dec 2023 |
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Stratos Wealth Partners | 131k | $3.9M | 5% | Mar 2024 |
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Royal Bank of Canada | 130k | $3.8M | -32% | Mar 2024 |
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IFP Advisors | 126k | $3.6M | 0% | Dec 2023 |
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Private Advisor | 118k | $3.5M | -26% | Mar 2024 |
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Rise Advisors | 118k | $3.5M | -1% | Mar 2024 |
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Provident Co of the Employees of the Hebrew University | 117k | $3.4M | 100% | Mar 2024 |
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Segment Wealth Management | 114k | $3.4M | 5% | Mar 2024 |
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Fermata Advisors | 113k | $3.3M | -2% | Mar 2024 |
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D.A. Davidson & Co. | 112k | $3.3M | -1% | Mar 2024 |
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Pinnacle Financial Partners | 111k | $3.3M | 9% | Mar 2024 |
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Stewardship Advisors | 110k | $3.3M | -1% | Mar 2024 |
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Robertson Stephens Wealth Management | 100k | $2.9M | 100% | Mar 2024 |
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Cedrus | 92k | $2.7M | 10% | Mar 2024 |
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ETF Store | 91k | $2.7M | 8% | Mar 2024 |
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Raymond James Financial Services Advisors | 89k | $2.6M | -36% | Mar 2024 |
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Raymond James & Associates | 83k | $2.4M | -27% | Mar 2024 |
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NorthCrest Asset Manangement | 82k | $2.4M | 6% | Mar 2024 |
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Wealth Management Resources | 81k | $2.4M | 17% | Mar 2024 |
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Premier Path Wealth Partners | 76k | $2.2M | 30% | Mar 2024 |
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Golden State Equity Partners | 69k | $2.0M | 8% | Dec 2023 |
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Bank of New York Mellon | 67k | $2.0M | 36% | Mar 2024 |
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Yoder Wealth Management | 66k | $2.0M | -9% | Mar 2024 |
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Insight Advisors, LLC/ PA | 66k | $1.9M | 21% | Mar 2024 |
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Leo Wealth | 61k | $1.8M | 5% | Mar 2024 |
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Boston Financial Mangement | 55k | $1.6M | -61% | Mar 2024 |
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H D Vest Advisory Services | 54k | $1.6M | 13% | Mar 2024 |
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XML Financial | 53k | $1.6M | -71% | Mar 2024 |
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Atomi Financial Group | 49k | $1.4M | -51% | Mar 2024 |
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Captrust Financial Advisors | 49k | $1.4M | -26% | Mar 2024 |
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Millennium Management | 49k | $1.4M | 100% | Mar 2024 |
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Client 1st Advisory Group | 48k | $1.4M | -24% | Mar 2024 |
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Mivtachim The Workers Social Insurance Fund | 47k | $1.4M | 0% | Mar 2024 |
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Sowell Financial Services | 47k | $1.4M | -2% | Mar 2024 |
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Montecito Bank & Trust | 47k | $1.4M | 12% | Mar 2024 |
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Smartleaf Asset Management | 45k | $1.3M | -13% | Mar 2024 |
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Bank of Nova Scotia | 44k | $1.3M | -2% | Dec 2023 |
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Kestra Advisory Services | 44k | $1.3M | -67% | Dec 2023 |
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Emerald Investment Partners | 43k | $1.3M | -86% | Mar 2024 |
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Citadel Advisors | 42k | $1.2M | 131% | Mar 2024 |
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Drive Wealth Management | 42k | $1.2M | 20% | Mar 2024 |
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Klr Investment Advisors | 39k | $1.1M | -30% | Mar 2024 |
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Financial Advocates Investment Management | 34k | $1.0M | 10% | Mar 2024 |
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Mendel Money Management | 34k | $991k | 14% | Mar 2024 |
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Exchange Capital Management | 34k | $989k | 13% | Mar 2024 |
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Beacon Financial | 31k | $902k | -56% | Mar 2024 |
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Condor Capital Management | 30k | $895k | 4% | Mar 2024 |
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HighTower Advisors | 30k | $885k | -81% | Mar 2024 |
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SFI Advisors | 29k | $850k | -3% | Mar 2024 |
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MAI Wealth Advisors | 29k | $848k | -19% | Mar 2024 |
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Mayflower Financial Advisors | 28k | $821k | -28% | Mar 2024 |
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U.S. Capital Wealth Advisors | 28k | $811k | -2% | Mar 2024 |
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Tompkins Financial Corp | 27k | $788k | -43% | Mar 2024 |
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Afg Fiduciary Services Limited Partnership | 27k | $798k | -26% | Mar 2024 |
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Patriot Financial Group Insurance Agency | 26k | $766k | 4% | Mar 2024 |
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EverSource Wealth Advisors | 26k | $748k | 0% | Mar 2024 |
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Treynor Bancshares | 25k | $747k | 0% | Mar 2024 |
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CoreCap Advisors | 25k | $727k | -2% | Dec 2023 |
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Journey Strategic Wealth | 25k | $735k | 4% | Mar 2024 |
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Strategic Financial Concepts | 25k | $729k | 100% | Mar 2024 |
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Townsquare Capital | 24k | $696k | 100% | Mar 2024 |
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Skyline Advisors | 23k | $680k | 0% | Mar 2024 |
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REDW Stanley Financial Advisors | 23k | $672k | -13% | Mar 2024 |
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Twin Peaks Wealth Advisors | 22k | $651k | -9% | Mar 2024 |
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Melone Private Wealth | 22k | $646k | -11% | Mar 2024 |
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Mengis Capital Management | 20k | $565k | 0% | Mar 2024 |
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Mutual Advisors | 20k | $573k | -62% | Mar 2024 |
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Keystone Financial Group | 18k | $516k | 110% | Mar 2024 |
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Raymond James Trust | 17k | $513k | 0% | Mar 2024 |
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Ellis Investment Partners | 17k | $507k | 2% | Mar 2024 |
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Integrity Financial Corp | 17k | $503k | -79% | Mar 2024 |
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Webster Bank, N. A. | 17k | $494k | 0% | Mar 2024 |
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Geneos Wealth Management | 17k | $492k | -6% | Mar 2024 |
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Blackhawk Capital Partners | 17k | $488k | -7% | Mar 2024 |
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Cabot Money Management | 16k | $468k | 0% | Mar 2024 |
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Herold Advisors | 16k | $462k | -10% | Mar 2024 |
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Beaumont Financial Advisors | 16k | $461k | 0% | Mar 2024 |
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RFG Advisory | 16k | $456k | 10% | Mar 2024 |
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MBE Wealth Management | 15k | $442k | -9% | Mar 2024 |
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Brian McDonald | 14k | $425k | 167% | Mar 2024 |
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Nbc Securities | 14k | $413k | 69% | Mar 2024 |
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N.E.W. Advisory Services | 14k | $409k | 31% | Mar 2024 |
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Dan Callahan | 14k | $406k | 3% | Mar 2024 |
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Steward Partners Investment Advisory | 13k | $389k | 0% | Mar 2024 |
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Streettalk Advisors | 13k | $381k | -15% | Mar 2024 |
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Fifth Third Securities | 13k | $376k | -3% | Mar 2024 |
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Harbour Investments | 13k | $369k | 16% | Dec 2023 |
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Revolve Wealth Partners | 12k | $359k | -10% | Mar 2024 |
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Flow Traders US | 12k | $357k | -88% | Mar 2024 |
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My Legacy Advisors | 12k | $339k | -54% | Dec 2023 |
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Rockefeller Capital Management | 12k | $339k | 100% | Dec 2023 |
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Atria Wealth Solutions | 12k | $345k | -2% | Mar 2024 |
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Strategic Blueprint | 12k | $342k | -55% | Mar 2024 |
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Merit Financial Group | 11k | $346k | -7% | Mar 2024 |
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Addison Capital | 11k | $326k | 100% | Mar 2024 |
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OMNI 360 Wealth | 11k | $321k | -5% | Mar 2024 |
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Harbor Advisory Corp | 11k | $317k | 0% | Mar 2024 |
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CI Private Wealth | 11k | $314k | -10% | Mar 2024 |
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Janney Montgomery Scott | 11k | $314k | 13% | Mar 2024 |
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Western Wealth Management | 11k | $309k | -9% | Mar 2024 |
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Feltz Wealth PLAN | 10k | $307k | 13% | Mar 2024 |
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Chicago Partners Investment | 10k | $288k | -2% | Mar 2024 |
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Modera Wealth Management | 10k | $294k | 6% | Mar 2024 |
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Woodmont Investment Counsel | 9.2k | $270k | -53% | Mar 2024 |
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Procyon Private Wealth Partners | 8.5k | $250k | -87% | Mar 2024 |
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Camden Capital | 7.9k | $229k | -35% | Dec 2023 |
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AE Wealth Management | 7.6k | $224k | -97% | Mar 2024 |
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Full Sail Capital | 7.3k | $217k | -37% | Mar 2024 |
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Who sold out of Wisdomtree Tr cmn?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
FDx Advisors | Sep 2023 | 208k | $5.5M |
O'Connor Financial Group | Dec 2023 | 84k | $2.4M |
Arbor Capital Management | Sep 2023 | 62k | $1.6M |
Encompass More Asset Management | Dec 2023 | 46k | $1.3M |
Koss-Olinger Consulting | Sep 2023 | 45k | $1.2M |
Vista Private Wealth Partners | Sep 2023 | 34k | $911k |
HPM Partners | Dec 2023 | 34k | $970k |
Perigon Wealth Management | Dec 2023 | 18k | $515k |
Goldman Sachs Group | Dec 2023 | 18k | $512k |