WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 120 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,974 | -12.9% | 8,098 | -8.7% | 0.09% | -6.5% |
| Q2 2023 | $248,000 | +20.8% | 8,873 | +20.3% | 0.09% | +16.2% |
| Q1 2023 | $205,292 | -6.3% | 7,374 | -10.2% | 0.08% | -5.9% |
| Q4 2022 | $219,016 | -13.4% | 8,209 | -20.0% | 0.08% | -19.0% |
| Q3 2022 | $253,000 | -32.9% | 10,264 | -21.9% | 0.10% | -29.1% |
| Q2 2022 | $377,000 | -26.2% | 13,141 | -16.0% | 0.15% | -6.3% |
| Q1 2022 | $511,000 | -13.2% | 15,650 | -2.2% | 0.16% | -9.2% |
| Q4 2021 | $589,000 | -48.4% | 15,997 | -47.7% | 0.17% | -50.3% |
| Q3 2021 | $1,141,000 | -9.7% | 30,579 | -5.6% | 0.35% | -6.9% |
| Q2 2021 | $1,264,000 | +21.3% | 32,389 | +26.5% | 0.38% | +13.6% |
| Q1 2021 | $1,042,000 | +165.8% | 25,614 | +158.9% | 0.33% | +138.1% |
| Q4 2020 | $392,000 | +32.4% | 9,892 | +12.5% | 0.14% | +15.8% |
| Q3 2020 | $296,000 | +23.8% | 8,792 | +10.2% | 0.12% | +18.8% |
| Q2 2020 | $239,000 | – | 7,975 | – | 0.10% | – |
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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% |