WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 234 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $57,438 | +4.3% | 2,063,150 | 0.0% | 1.27% | +3.7% |
| Q4 2022 | $55,045 | -99.9% | 2,063,150 | 0.0% | 1.22% | +6.8% |
| Q3 2022 | $50,795,000 | -14.2% | 2,063,150 | 0.0% | 1.15% | -13.0% |
| Q2 2022 | $59,171,000 | -12.2% | 2,063,150 | 0.0% | 1.32% | +12.3% |
| Q1 2022 | $67,382,000 | -11.4% | 2,063,150 | 0.0% | 1.18% | +60.1% |
| Q4 2021 | $76,027,000 | -1.3% | 2,063,150 | 0.0% | 0.73% | -9.4% |
| Q3 2021 | $76,997,000 | -11.3% | 2,063,150 | 0.0% | 0.81% | -11.0% |
| Q2 2021 | $86,797,000 | -22.8% | 2,063,150 | -25.4% | 0.91% | -19.8% |
| Q1 2021 | $112,472,000 | +2.6% | 2,764,120 | 0.0% | 1.13% | -12.4% |
| Q4 2020 | $109,653,000 | +73.8% | 2,764,120 | +47.5% | 1.30% | +47.7% |
| Q3 2020 | $63,102,000 | +12.6% | 1,874,120 | 0.0% | 0.88% | -3.6% |
| Q2 2020 | $56,055,000 | +22.5% | 1,874,120 | 0.0% | 0.91% | -14.4% |
| Q1 2020 | $45,766,000 | -21.8% | 1,874,120 | 0.0% | 1.06% | -5.8% |
| Q4 2019 | $58,510,000 | – | 1,874,120 | – | 1.13% | – |
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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% |