WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $286,569 | -4.6% | 10,745 | 0.0% | 0.10% | -1.9% |
| Q2 2023 | $300,323 | -58.1% | 10,745 | -58.3% | 0.11% | -61.3% |
| Q1 2023 | $717,047 | +4.3% | 25,756 | 0.0% | 0.27% | -2.5% |
| Q4 2022 | $687,170 | +8.4% | 25,756 | 0.0% | 0.28% | -3.8% |
| Q3 2022 | $634,000 | -14.2% | 25,756 | 0.0% | 0.29% | -9.9% |
| Q2 2022 | $739,000 | -12.1% | 25,756 | 0.0% | 0.32% | -4.1% |
| Q1 2022 | $841,000 | -11.4% | 25,756 | 0.0% | 0.34% | -12.2% |
| Q4 2021 | $949,000 | -1.2% | 25,756 | 0.0% | 0.38% | -7.7% |
| Q3 2021 | $961,000 | -11.3% | 25,756 | 0.0% | 0.42% | -14.7% |
| Q2 2021 | $1,084,000 | +3.4% | 25,756 | 0.0% | 0.49% | +17.3% |
| Q1 2021 | $1,048,000 | +8.7% | 25,756 | +5.9% | 0.42% | -18.2% |
| Q4 2020 | $964,000 | – | 24,311 | – | 0.51% | – |
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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% |