WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $494,596 | -20.8% | 18,545 | -17.0% | 0.07% | -17.3% |
| Q2 2023 | $624,264 | +5.6% | 22,335 | +5.2% | 0.08% | +5.2% |
| Q1 2023 | $591,183 | +104349.3% | 21,235 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $566 | -99.9% | 21,235 | -1.0% | 0.08% | 0.0% |
| Q3 2022 | $529,000 | -17.3% | 21,455 | -3.8% | 0.08% | -11.5% |
| Q2 2022 | $640,000 | -9.6% | 22,305 | +2.9% | 0.09% | +6.1% |
| Q1 2022 | $708,000 | -9.7% | 21,675 | +1.9% | 0.08% | +1.2% |
| Q4 2021 | $784,000 | +35.9% | 21,265 | +37.3% | 0.08% | +26.6% |
| Q3 2021 | $577,000 | -11.4% | 15,485 | 0.0% | 0.06% | -9.9% |
| Q2 2021 | $651,000 | +14.4% | 15,485 | +10.6% | 0.07% | +9.2% |
| Q1 2021 | $569,000 | +5.8% | 14,005 | +3.2% | 0.06% | +3.2% |
| Q4 2020 | $538,000 | +65.0% | 13,565 | +40.3% | 0.06% | +46.5% |
| Q3 2020 | $326,000 | +26.8% | 9,670 | +12.4% | 0.04% | +19.4% |
| Q2 2020 | $257,000 | +86.2% | 8,605 | +51.5% | 0.04% | +56.5% |
| Q1 2020 | $138,000 | – | 5,680 | – | 0.02% | – |
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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% |