WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 239 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $360 | -24.2% | 13,500 | -24.2% | 0.00% | 0.0% |
| Q4 2022 | $475 | -100.0% | 17,800 | -52.2% | 0.00% | 0.0% |
| Q1 2022 | $1,215,000 | +3.1% | 37,200 | +16.2% | 0.00% | 0.0% |
| Q4 2021 | $1,179,000 | +225.7% | 32,000 | +229.9% | 0.00% | – |
| Q3 2021 | $362,000 | -81.1% | 9,700 | -79.4% | 0.00% | -100.0% |
| Q1 2021 | $1,916,000 | – | 47,080 | – | 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% |