WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $48,257 | -4.6% | 1,809,401 | 0.0% | 0.67% | +11.4% |
| Q2 2023 | $50,573 | -0.9% | 1,809,401 | -1.3% | 0.60% | -20.9% |
| Q1 2023 | $51,027 | -1.1% | 1,832,861 | -5.2% | 0.76% | -1.3% |
| Q4 2022 | $51,569 | -99.9% | 1,932,861 | 0.0% | 0.77% | +18.5% |
| Q3 2022 | $47,587,000 | -14.2% | 1,932,861 | 0.0% | 0.65% | -11.5% |
| Q2 2022 | $55,434,000 | -12.2% | 1,932,861 | 0.0% | 0.74% | +10.8% |
| Q1 2022 | $63,127,000 | -11.4% | 1,932,861 | 0.0% | 0.67% | -13.6% |
| Q4 2021 | $71,226,000 | -1.3% | 1,932,861 | 0.0% | 0.77% | -6.4% |
| Q3 2021 | $72,134,000 | -36.3% | 1,932,861 | -28.1% | 0.82% | -36.3% |
| Q2 2021 | $113,162,000 | -32.5% | 2,689,861 | -34.7% | 1.29% | -33.3% |
| Q1 2021 | $167,653,000 | +106.3% | 4,120,261 | +87.9% | 1.94% | +75.5% |
| Q4 2020 | $81,271,000 | +9.7% | 2,192,700 | -0.3% | 1.10% | -11.6% |
| Q3 2020 | $74,074,000 | +12.6% | 2,200,000 | 0.0% | 1.25% | -4.1% |
| Q2 2020 | $65,802,000 | +22.5% | 2,200,000 | 0.0% | 1.30% | -2.9% |
| Q1 2020 | $53,724,000 | -97.6% | 2,200,000 | +3103.1% | 1.34% | -43.1% |
| Q4 2019 | $2,200,000,000 | – | 68,684 | – | 2.36% | – |
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% |