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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Top investors of Wisdomtree Tr cmn stock
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 |
|
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 |