WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $507,000 | -41.0% | 20,592 | -31.4% | 0.05% | -36.4% |
Q2 2022 | $860,000 | -15.9% | 29,997 | -4.1% | 0.08% | -1.3% |
Q1 2022 | $1,022,000 | -53.8% | 31,282 | -47.8% | 0.08% | -51.2% |
Q4 2021 | $2,210,000 | -9.6% | 59,978 | -8.5% | 0.16% | -15.3% |
Q3 2021 | $2,446,000 | -87.3% | 65,548 | -85.7% | 0.19% | -87.2% |
Q2 2021 | $19,326,000 | -20.6% | 459,392 | -23.2% | 1.47% | -28.5% |
Q1 2021 | $24,332,000 | +101.8% | 597,991 | +96.7% | 2.06% | +92.4% |
Q4 2020 | $12,060,000 | +198.7% | 303,991 | +153.4% | 1.07% | +177.5% |
Q3 2020 | $4,038,000 | -13.8% | 119,987 | -23.4% | 0.39% | -21.1% |
Q2 2020 | $4,684,000 | +146.7% | 156,623 | +101.4% | 0.49% | +103.8% |
Q1 2020 | $1,899,000 | -81.7% | 77,751 | -76.6% | 0.24% | -76.4% |
Q4 2019 | $10,355,000 | -8.8% | 331,692 | -19.3% | 1.02% | -10.1% |
Q3 2019 | $11,358,000 | -5.3% | 410,795 | -1.1% | 1.13% | -8.6% |
Q2 2019 | $11,991,000 | -9.4% | 415,332 | -9.5% | 1.24% | -12.6% |
Q1 2019 | $13,238,000 | +243.8% | 459,179 | +204.7% | 1.42% | +126.0% |
Q4 2018 | $3,851,000 | – | 150,677 | – | 0.63% | – |
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% |