WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 246 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $72,011 | +4.0% | 2,351 | 0.0% | 0.00% | 0.0% |
| Q1 2024 | $69,272 | +2.0% | 2,351 | 0.0% | 0.00% | 0.0% |
| Q4 2023 | $67,897 | +8.3% | 2,351 | 0.0% | 0.00% | 0.0% |
| Q3 2023 | $62,701 | -4.6% | 2,351 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $65,710 | -8.6% | 2,351 | -8.9% | 0.00% | 0.0% |
| Q1 2023 | $71,855 | +41.7% | 2,581 | +35.8% | 0.00% | 0.0% |
| Q4 2022 | $50,719 | -2.5% | 1,901 | -9.9% | 0.00% | 0.0% |
| Q3 2022 | $52,000 | -17.5% | 2,111 | -4.0% | 0.00% | 0.0% |
| Q2 2022 | $63,000 | +215.0% | 2,198 | +259.2% | 0.00% | +100.0% |
| Q1 2022 | $20,000 | -91.6% | 612 | -90.5% | 0.00% | -85.7% |
| Q4 2021 | $237,000 | -25.2% | 6,420 | -24.5% | 0.01% | 0.0% |
| Q3 2021 | $317,000 | +20.1% | 8,502 | +35.7% | 0.01% | +16.7% |
| Q2 2021 | $264,000 | +294.0% | 6,265 | +278.8% | 0.01% | +200.0% |
| Q1 2021 | $67,000 | – | 1,654 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |