WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $62,567,799 | -2.3% | 2,345,999 | +2.3% | 1.30% | -0.4% |
| Q2 2023 | $64,065,831 | +6.6% | 2,292,159 | +6.2% | 1.30% | +0.7% |
| Q1 2023 | $60,081,014 | +6.5% | 2,158,082 | +2.1% | 1.29% | -0.5% |
| Q4 2022 | $56,388,482 | -26.7% | 2,113,511 | -32.3% | 1.30% | -15.9% |
| Q3 2022 | $76,891,000 | -8.4% | 3,123,118 | +6.7% | 1.55% | -5.1% |
| Q2 2022 | $83,985,000 | -2.9% | 2,928,363 | +10.5% | 1.63% | +7.0% |
| Q1 2022 | $86,529,000 | -6.8% | 2,649,375 | +5.2% | 1.52% | -4.7% |
| Q4 2021 | $92,798,000 | +3.9% | 2,518,252 | +5.2% | 1.60% | -2.3% |
| Q3 2021 | $89,347,000 | +93.0% | 2,394,069 | +117.6% | 1.64% | +92.9% |
| Q2 2021 | $46,285,000 | +2.6% | 1,100,186 | -0.8% | 0.85% | -2.5% |
| Q1 2021 | $45,130,000 | +28.0% | 1,109,118 | +24.8% | 0.87% | +21.3% |
| Q4 2020 | $35,261,000 | +14.9% | 888,859 | -2.5% | 0.72% | +2.9% |
| Q3 2020 | $30,684,000 | +8238.0% | 911,318 | +7297.7% | 0.70% | +7644.4% |
| Q2 2020 | $368,000 | +24.3% | 12,319 | +1.7% | 0.01% | +12.5% |
| Q1 2020 | $296,000 | – | 12,119 | – | 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% |