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 | $1,138,712 | -2.5% | 42,696 | +2.2% | 0.01% | 0.0% |
| Q2 2023 | $1,167,371 | +11.3% | 41,766 | +10.8% | 0.01% | 0.0% |
| Q1 2023 | $1,049,202 | +4.7% | 37,687 | +0.3% | 0.01% | 0.0% |
| Q4 2022 | $1,002,106 | +9.2% | 37,560 | +0.7% | 0.01% | -7.1% |
| Q3 2022 | $918,000 | -5.8% | 37,292 | +9.7% | 0.01% | -6.7% |
| Q2 2022 | $975,000 | -20.5% | 33,984 | -9.4% | 0.02% | -11.8% |
| Q1 2022 | $1,227,000 | +13.8% | 37,504 | +28.2% | 0.02% | +6.2% |
| Q4 2021 | $1,078,000 | -39.0% | 29,248 | -38.2% | 0.02% | -44.8% |
| Q3 2021 | $1,766,000 | +23.3% | 47,332 | +38.9% | 0.03% | +11.5% |
| Q2 2021 | $1,432,000 | +236.2% | 34,069 | +223.7% | 0.03% | +188.9% |
| Q1 2021 | $426,000 | -16.0% | 10,524 | -18.0% | 0.01% | -25.0% |
| Q4 2020 | $507,000 | -34.4% | 12,841 | -44.1% | 0.01% | 0.0% |
| Q3 2020 | $773,000 | +280.8% | 22,985 | +235.4% | 0.01% | +100.0% |
| Q2 2020 | $203,000 | – | 6,852 | – | 0.01% | – |
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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% |