WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,141,000 | -49.6% | 34,941 | -42.3% | 0.01% | -58.1% |
| Q3 2021 | $2,262,000 | -46.5% | 60,607 | -39.7% | 0.03% | -47.5% |
| Q2 2021 | $4,226,000 | -55.9% | 100,452 | -57.3% | 0.06% | -59.6% |
| Q1 2021 | $9,573,000 | -22.0% | 235,260 | -23.9% | 0.15% | -28.1% |
| Q4 2020 | $12,267,000 | +85.0% | 309,217 | +57.0% | 0.20% | +62.4% |
| Q3 2020 | $6,631,000 | +106.2% | 196,929 | +83.2% | 0.12% | +108.3% |
| Q2 2020 | $3,216,000 | +21.9% | 107,515 | -0.5% | 0.06% | -10.4% |
| Q1 2020 | $2,639,000 | +57.8% | 108,065 | +101.8% | 0.07% | +91.4% |
| Q4 2019 | $1,672,000 | +6.0% | 53,547 | -6.1% | 0.04% | -2.8% |
| Q3 2019 | $1,577,000 | -5.2% | 57,034 | -1.0% | 0.04% | +2.9% |
| Q2 2019 | $1,663,000 | – | 57,617 | – | 0.04% | – |
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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% |