WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 44 filers reported holding WISDOMTREE TR in Q4 2018. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,348,869 | -39.4% | 46,706 | -44.1% | 0.16% | -53.6% |
| Q3 2023 | $2,227,238 | +191.8% | 83,511 | +205.8% | 0.35% | +192.5% |
| Q2 2023 | $763,315 | +10.8% | 27,310 | +10.3% | 0.12% | +7.1% |
| Q1 2023 | $689,012 | +3931.4% | 24,749 | -96.1% | 0.11% | -95.9% |
| Q4 2022 | $17,091 | -99.9% | 640,600 | -20.0% | 2.70% | -18.9% |
| Q3 2022 | $19,726,000 | -11.8% | 801,204 | +2.7% | 3.33% | -7.4% |
| Q2 2022 | $22,368,000 | -11.1% | 779,913 | +1.2% | 3.60% | +1.3% |
| Q1 2022 | $25,173,000 | -9.3% | 770,755 | +2.3% | 3.55% | -27.9% |
| Q4 2021 | $27,753,000 | +0.9% | 753,352 | +2.2% | 4.92% | -2.1% |
| Q3 2021 | $27,510,000 | -5.4% | 737,354 | +3.2% | 5.03% | +2.2% |
| Q1 2021 | $29,076,000 | +4.2% | 714,769 | +1.6% | 4.92% | -2.0% |
| Q4 2020 | $27,909,000 | +21.0% | 703,724 | +2.7% | 5.02% | +13.2% |
| Q3 2020 | $23,059,000 | +14.6% | 685,080 | +1.8% | 4.43% | +4.9% |
| Q2 2020 | $20,123,000 | +78.5% | 673,043 | +45.7% | 4.23% | +62.5% |
| Q1 2020 | $11,275,000 | -19.6% | 461,936 | +2.8% | 2.60% | +1.3% |
| Q4 2019 | $14,020,000 | +16.8% | 449,250 | +3.4% | 2.57% | +5.3% |
| Q3 2019 | $12,003,000 | -4.2% | 434,287 | +0.0% | 2.44% | -3.2% |
| Q2 2019 | $12,530,000 | -0.1% | 434,166 | -0.2% | 2.52% | +5.8% |
| Q1 2019 | $12,540,000 | +18.3% | 435,145 | +4.9% | 2.38% | +1.8% |
| Q4 2018 | $10,600,000 | – | 414,907 | – | 2.34% | – |
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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% |