WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 240 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,004,972 | +25.5% | 65,458 | +20.7% | 0.01% | 0.0% |
| Q1 2024 | $1,597,260 | +15.8% | 54,218 | +13.5% | 0.01% | 0.0% |
| Q4 2023 | $1,379,694 | +21.2% | 47,773 | +11.9% | 0.01% | +7.7% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |