WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 42 filers reported holding WISDOMTREE TR in Q1 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2019 | $731,000 | +7.3% | 23,452 | -4.8% | 0.01% | 0.0% |
| Q3 2019 | $681,000 | -9.6% | 24,639 | -5.4% | 0.01% | 0.0% |
| Q2 2019 | $753,000 | +3.2% | 26,038 | +3.0% | 0.01% | -16.7% |
| Q1 2019 | $730,000 | +3218.2% | 25,274 | +2859.5% | 0.01% | – |
| Q4 2018 | $22,000 | -21.4% | 854 | -14.3% | 0.00% | – |
| Q3 2018 | $28,000 | +75.0% | 996 | +91.9% | 0.00% | – |
| Q2 2018 | $16,000 | 0.0% | 519 | 0.0% | 0.00% | – |
| Q1 2018 | $16,000 | – | 519 | +6387.5% | 0.00% | – |
| Q4 2017 | $0 | -100.0% | 8 | -99.9% | 0.00% | -100.0% |
| Q3 2017 | $207,000 | – | 7,009 | – | 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% |