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 | $3,492,617 | -5.2% | 130,957 | -0.7% | 0.01% | -47.4% |
| Q2 2023 | $3,684,950 | -9.2% | 131,841 | -9.6% | 0.02% | +111.1% |
| Q1 2023 | $4,059,879 | +4.1% | 145,829 | -0.2% | 0.01% | 0.0% |
| Q4 2022 | $3,898,855 | +7.1% | 146,134 | -1.1% | 0.01% | -10.0% |
| Q3 2022 | $3,639,000 | -14.0% | 147,805 | +0.2% | 0.01% | -9.1% |
| Q2 2022 | $4,230,000 | -8.2% | 147,486 | +4.5% | 0.01% | +10.0% |
| Q1 2022 | $4,608,000 | -2.9% | 141,083 | +9.6% | 0.01% | 0.0% |
| Q4 2021 | $4,744,000 | -0.5% | 128,747 | +0.8% | 0.01% | -16.7% |
| Q3 2021 | $4,768,000 | -11.3% | 127,757 | 0.0% | 0.01% | -14.3% |
| Q2 2021 | $5,375,000 | +40.5% | 127,757 | +35.9% | 0.01% | +16.7% |
| Q1 2021 | $3,825,000 | – | 93,992 | – | 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% |