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 | $473,419 | +95347.4% | 17,751 | 0.0% | 0.01% | 0.0% |
| Q2 2023 | $496 | -2.2% | 17,751 | -2.5% | 0.01% | -12.5% |
| Q1 2023 | $507 | +4.1% | 18,209 | -0.3% | 0.02% | 0.0% |
| Q4 2022 | $487 | -99.9% | 18,270 | -2.2% | 0.02% | -5.9% |
| Q3 2022 | $460,000 | -15.9% | 18,685 | -2.0% | 0.02% | -15.0% |
| Q2 2022 | $547,000 | -19.8% | 19,068 | -8.7% | 0.02% | -4.8% |
| Q1 2022 | $682,000 | +239.3% | 20,891 | +283.5% | 0.02% | +250.0% |
| Q4 2021 | $201,000 | -1.0% | 5,447 | 0.0% | 0.01% | -14.3% |
| Q3 2021 | $203,000 | – | 5,447 | – | 0.01% | – |
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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% |