WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,858,632 | -2.2% | 69,690 | +2.5% | 0.03% | 0.0% |
| Q2 2023 | $1,900,963 | +51.9% | 68,013 | +51.3% | 0.03% | +35.0% |
| Q1 2023 | $1,251,547 | +26.1% | 44,955 | +20.9% | 0.02% | +17.6% |
| Q4 2022 | $992,416 | +20.0% | 37,197 | +10.8% | 0.02% | +6.2% |
| Q3 2022 | $827,000 | +4.2% | 33,575 | +21.2% | 0.02% | +6.7% |
| Q2 2022 | $794,000 | -11.2% | 27,691 | +1.2% | 0.02% | 0.0% |
| Q1 2022 | $894,000 | -28.4% | 27,374 | -19.2% | 0.02% | -25.0% |
| Q4 2021 | $1,248,000 | -16.8% | 33,867 | -15.8% | 0.02% | -23.1% |
| Q3 2021 | $1,500,000 | +1.2% | 40,200 | +14.1% | 0.03% | 0.0% |
| Q2 2021 | $1,482,000 | +76.2% | 35,219 | +70.5% | 0.03% | +44.4% |
| Q1 2021 | $841,000 | +23.0% | 20,659 | +19.8% | 0.02% | +12.5% |
| Q4 2020 | $684,000 | +76.7% | 17,239 | +49.9% | 0.02% | +60.0% |
| Q3 2020 | $387,000 | +26.1% | 11,503 | +12.2% | 0.01% | +11.1% |
| Q2 2020 | $307,000 | – | 10,255 | – | 0.01% | – |
Download | ||||||
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% |