WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| 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 ↓ |
|---|---|---|---|
| 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% |