WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,323 | -38.3% | 687 | -35.3% | 0.00% | -33.3% |
| Q2 2023 | $29,683 | +0.4% | 1,062 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $29,567 | +4.4% | 1,062 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $28,334 | +9.0% | 1,062 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $26,000 | -13.3% | 1,062 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $30,000 | -89.5% | 1,062 | -87.9% | 0.01% | -87.0% |
| Q1 2022 | $287,000 | -73.3% | 8,787 | -69.9% | 0.05% | -70.0% |
| Q4 2021 | $1,076,000 | -6.0% | 29,187 | -4.9% | 0.18% | -14.7% |
| Q3 2021 | $1,145,000 | -5.4% | 30,677 | +6.7% | 0.21% | -7.0% |
| Q2 2021 | $1,210,000 | +19.6% | 28,757 | +15.6% | 0.23% | +11.8% |
| Q1 2021 | $1,012,000 | – | 24,870 | – | 0.20% | – |
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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% |