WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,973,441 | $59,026,000 | 17.17% |
ESL Trust Services, LLC | 668,580 | $19,997,000 | 9.07% |
WADDELL & ASSOCIATES, LLC | 670,049 | $20,041,000 | 5.97% |
DeGreen Capital Management LLC | 388,773 | $11,628,000 | 5.57% |
CLIENT 1ST ADVISORY GROUP, LLC | 185,748 | $6,130,000 | 5.08% |
Coyle Financial Counsel LLC | 182,954 | $5,472,000 | 5.06% |
MFA WEALTH ADVISORS, LLC | 220,468 | $6,594,198,000 | 4.26% |
TOMPKINS FINANCIAL CORP | 673,043 | $20,123,000 | 4.23% |
VIVID FINANCIAL MANAGEMENT, INC. | 224,908 | $6,727,000 | 4.20% |
MBE Wealth Management, LLC | 160,097 | $4,788,000 | 4.03% |