WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,342,000 | +104.8% | 162,789 | +114.7% | 0.00% | 0.0% |
| Q2 2023 | $2,120,000 | +28.2% | 75,817 | +27.6% | 0.00% | – |
| Q1 2023 | $1,654,000 | -73.6% | 59,403 | -74.7% | 0.00% | -100.0% |
| Q4 2022 | $6,264,000 | -63.0% | 234,774 | -65.9% | 0.00% | -60.0% |
| Q3 2022 | $16,941,000 | -27.8% | 688,090 | -15.9% | 0.01% | -28.6% |
| Q2 2022 | $23,468,000 | +9.4% | 818,272 | +24.5% | 0.01% | +40.0% |
| Q1 2022 | $21,461,000 | +0.5% | 657,103 | +13.4% | 0.01% | 0.0% |
| Q4 2021 | $21,347,000 | -13.9% | 579,288 | -12.8% | 0.01% | -28.6% |
| Q3 2021 | $24,785,000 | -5.3% | 664,135 | +6.7% | 0.01% | 0.0% |
| Q2 2021 | $26,176,000 | +16.4% | 622,198 | +12.6% | 0.01% | 0.0% |
| Q1 2021 | $22,482,000 | -6.1% | 552,514 | -8.5% | 0.01% | 0.0% |
| Q4 2020 | $23,954,000 | +72.6% | 603,824 | +46.5% | 0.01% | +40.0% |
| Q3 2020 | $13,876,000 | +93.1% | 412,098 | +71.5% | 0.01% | +66.7% |
| Q2 2020 | $7,186,000 | +24.8% | 240,237 | +1.9% | 0.00% | 0.0% |
| Q1 2020 | $5,758,000 | -9.1% | 235,773 | +16.2% | 0.00% | +50.0% |
| Q4 2019 | $6,336,000 | +25.3% | 202,936 | +10.9% | 0.00% | 0.0% |
| Q3 2019 | $5,058,000 | -2.6% | 182,922 | +1.7% | 0.00% | 0.0% |
| Q2 2019 | $5,192,000 | -20.1% | 179,826 | -20.3% | 0.00% | -33.3% |
| Q1 2019 | $6,501,000 | +51.6% | 225,507 | +34.4% | 0.00% | +50.0% |
| Q4 2018 | $4,289,000 | -17.0% | 167,820 | -8.3% | 0.00% | 0.0% |
| Q3 2018 | $5,169,000 | -0.0% | 182,982 | +4.0% | 0.00% | 0.0% |
| Q2 2018 | $5,171,000 | +10039.2% | 176,001 | +11146.1% | 0.00% | – |
| Q1 2018 | $51,000 | – | 1,565 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,934,654 | $76,748,000 | 19.17% |
| ESL Trust Services, LLC | 670,530 | $26,600,000 | 9.77% |
| MFA WEALTH ADVISORS, LLC | 216,579 | $8,591,000 | 7.65% |
| WADDELL & ASSOCIATES, LLC | 682,297 | $27,067,000 | 6.19% |
| CLIENT 1ST ADVISORY GROUP, LLC | 222,508 | $9,279,000 | 6.02% |
| Legacy Capital Wealth Partners, LLC | 346,779 | $13,757,000 | 5.89% |
| DeGreen Capital Management LLC | 370,517 | $14,698,000 | 5.74% |
| VIVID FINANCIAL MANAGEMENT, INC. | 286,499 | $11,365,000 | 5.48% |
| Coyle Financial Counsel LLC | 181,821 | $7,213,000 | 5.29% |
| TOMPKINS FINANCIAL CORP | 703,724 | $27,909,000 | 5.02% |