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 | $3,334 | -99.0% | 125 | -98.7% | 0.00% | -97.7% |
| Q1 2022 | $321,000 | -73.9% | 9,834 | -70.5% | 0.04% | -71.2% |
| Q4 2021 | $1,230,000 | -52.2% | 33,370 | -51.6% | 0.15% | -56.2% |
| Q3 2021 | $2,574,000 | -18.2% | 68,975 | -7.8% | 0.35% | -17.7% |
| Q2 2021 | $3,146,000 | +8.3% | 74,772 | +4.7% | 0.42% | -0.9% |
| Q1 2021 | $2,906,000 | +5.6% | 71,430 | +2.9% | 0.43% | +2.9% |
| Q4 2020 | $2,753,000 | +693.4% | 69,395 | +574.3% | 0.42% | +593.3% |
| Q3 2020 | $347,000 | -74.8% | 10,291 | -81.7% | 0.06% | -79.2% |
| Q1 2020 | $1,377,000 | – | 56,388 | – | 0.29% | – |
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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% |