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 | $2,608,566 | -7.0% | 97,809 | -2.6% | 0.07% | -4.3% |
| Q2 2023 | $2,805,973 | +9.3% | 100,392 | +8.8% | 0.07% | +1.4% |
| Q1 2023 | $2,567,849 | +8.5% | 92,236 | +4.0% | 0.07% | +1.5% |
| Q4 2022 | $2,366,964 | -13.7% | 88,717 | -20.4% | 0.07% | -31.3% |
| Q3 2022 | $2,743,000 | -12.5% | 111,413 | +1.9% | 0.10% | -11.6% |
| Q2 2022 | $3,136,000 | -12.5% | 109,321 | -0.4% | 0.11% | -0.9% |
| Q1 2022 | $3,583,000 | -10.0% | 109,708 | +1.6% | 0.11% | -8.9% |
| Q4 2021 | $3,979,000 | +6.2% | 107,980 | +7.6% | 0.12% | -6.1% |
| Q3 2021 | $3,745,000 | -7.5% | 100,349 | +4.3% | 0.13% | -19.5% |
| Q2 2021 | $4,048,000 | +7.4% | 96,207 | +3.8% | 0.16% | -3.5% |
| Q1 2021 | $3,770,000 | +101.0% | 92,646 | +95.9% | 0.17% | +84.8% |
| Q4 2020 | $1,876,000 | – | 47,295 | – | 0.09% | – |
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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% |