WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2023 | $315 | 0.0% | 11,286 | -0.4% | 0.07% | -6.3% |
Q1 2023 | $315 | -100.0% | 11,327 | -69.8% | 0.08% | -80.5% |
Q1 2022 | $1,223,000 | -24.2% | 37,454 | -14.4% | 0.40% | -17.5% |
Q4 2021 | $1,613,000 | -0.7% | 43,766 | +0.5% | 0.49% | -8.9% |
Q3 2021 | $1,625,000 | -11.2% | 43,534 | +0.1% | 0.54% | -9.6% |
Q2 2021 | $1,830,000 | – | 43,510 | – | 0.60% | – |
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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% |