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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $36,675,596 | -52.1% | 1,363,431 | -50.6% | 0.59% | -3.4% |
| Q2 2023 | $76,646,192 | +108.0% | 2,761,724 | +106.9% | 0.62% | -3.3% |
| Q1 2023 | $36,857,710 | +2.0% | 1,334,592 | +0.5% | 0.64% | +2.6% |
| Q4 2022 | $36,132,839 | -6.8% | 1,328,202 | -14.9% | 0.62% | -9.2% |
| Q3 2022 | $38,785,000 | -15.9% | 1,560,259 | -3.0% | 0.68% | -13.3% |
| Q2 2022 | $46,136,000 | -30.3% | 1,608,650 | -20.7% | 0.79% | -19.8% |
| Q1 2022 | $66,225,000 | -8.5% | 2,027,698 | +3.4% | 0.98% | -16.7% |
| Q4 2021 | $72,355,000 | +0.8% | 1,961,468 | +2.0% | 1.18% | +0.2% |
| Q3 2021 | $71,782,000 | +14372.2% | 1,923,420 | +16202.9% | 1.18% | +19516.7% |
| Q2 2021 | $496,000 | +106.7% | 11,798 | +100.0% | 0.01% | -14.3% |
| Q1 2021 | $240,000 | – | 5,899 | – | 0.01% | – |
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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% |