WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,588,060 | +15.2% | 59,544 | +20.7% | 0.77% | -4.4% |
| Q2 2023 | $1,378,285 | +54.7% | 49,312 | +54.0% | 0.80% | +46.4% |
| Q1 2023 | $890,849 | +15.1% | 32,016 | +10.4% | 0.55% | +9.2% |
| Q4 2022 | $774,024 | +23.1% | 29,011 | +13.5% | 0.50% | +20.1% |
| Q3 2022 | $629,000 | -0.9% | 25,566 | +15.5% | 0.42% | +6.9% |
| Q2 2022 | $635,000 | +21.2% | 22,134 | +38.0% | 0.39% | +8.0% |
| Q1 2022 | $524,000 | +4.0% | 16,036 | +17.3% | 0.36% | +11.4% |
| Q4 2021 | $504,000 | – | 13,675 | – | 0.32% | – |
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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% |