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 | $730,681 | -2.5% | 27,397 | +2.2% | 0.09% | 0.0% |
| Q2 2023 | $749,330 | +2.8% | 26,809 | +2.4% | 0.09% | -1.1% |
| Q1 2023 | $728,595 | +12.2% | 26,171 | +7.5% | 0.09% | +12.3% |
| Q4 2022 | $649,525 | +13.0% | 24,345 | +4.2% | 0.08% | +8.0% |
| Q3 2022 | $575,000 | -11.0% | 23,370 | +3.7% | 0.08% | -10.7% |
| Q2 2022 | $646,000 | -7.3% | 22,527 | +5.5% | 0.08% | +7.7% |
| Q1 2022 | $697,000 | -35.3% | 21,352 | -27.0% | 0.08% | -32.2% |
| Q4 2021 | $1,078,000 | +8.1% | 29,248 | +9.5% | 0.12% | +8.5% |
| Q3 2021 | $997,000 | -5.4% | 26,703 | +6.6% | 0.11% | -8.6% |
| Q2 2021 | $1,054,000 | -2.2% | 25,060 | -5.4% | 0.12% | -9.4% |
| Q1 2021 | $1,078,000 | +22.5% | 26,483 | +19.4% | 0.13% | +15.3% |
| Q4 2020 | $880,000 | +313.1% | 22,182 | +251.4% | 0.11% | +258.1% |
| Q3 2020 | $213,000 | – | 6,313 | – | 0.03% | – |
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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% |