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 | $3,060,809 | -7.6% | 114,766 | -3.1% | 0.03% | -5.7% |
| Q2 2023 | $3,311,796 | -5.2% | 118,490 | -5.6% | 0.04% | -10.3% |
| Q1 2023 | $3,493,377 | -5.6% | 125,480 | -9.5% | 0.04% | -11.4% |
| Q4 2022 | $3,699,604 | +8.3% | 138,653 | -0.1% | 0.04% | -2.2% |
| Q3 2022 | $3,417,000 | -9.9% | 138,802 | +5.0% | 0.04% | -6.2% |
| Q2 2022 | $3,792,000 | -8.3% | 132,223 | +4.4% | 0.05% | +6.7% |
| Q1 2022 | $4,137,000 | -1.5% | 126,659 | +11.1% | 0.04% | 0.0% |
| Q4 2021 | $4,201,000 | +2.0% | 114,002 | +3.3% | 0.04% | -6.2% |
| Q3 2021 | $4,119,000 | -3.0% | 110,364 | +9.3% | 0.05% | -4.0% |
| Q2 2021 | $4,248,000 | +19.1% | 100,964 | +15.2% | 0.05% | +8.7% |
| Q1 2021 | $3,567,000 | +12.7% | 87,653 | +9.9% | 0.05% | -4.2% |
| Q4 2020 | $3,164,000 | +16.1% | 79,753 | -1.5% | 0.05% | +2.1% |
| Q3 2020 | $2,726,000 | +23.0% | 80,953 | +9.3% | 0.05% | +14.6% |
| Q2 2020 | $2,216,000 | – | 74,085 | – | 0.04% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,973,441 | $59,026,000 | 17.17% |
| ESL Trust Services, LLC | 668,580 | $19,997,000 | 9.07% |
| WADDELL & ASSOCIATES, LLC | 670,049 | $20,041,000 | 5.97% |
| DeGreen Capital Management LLC | 388,773 | $11,628,000 | 5.57% |
| CLIENT 1ST ADVISORY GROUP, LLC | 185,748 | $6,130,000 | 5.08% |
| Coyle Financial Counsel LLC | 182,954 | $5,472,000 | 5.06% |
| MFA WEALTH ADVISORS, LLC | 220,468 | $6,594,198,000 | 4.26% |
| TOMPKINS FINANCIAL CORP | 673,043 | $20,123,000 | 4.23% |
| VIVID FINANCIAL MANAGEMENT, INC. | 224,908 | $6,727,000 | 4.20% |
| MBE Wealth Management, LLC | 160,097 | $4,788,000 | 4.03% |