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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $1,208,859 | +47.8% | 41,858 | +36.5% | 0.26% | +35.4% |
| Q3 2023 | $818,076 | -5.0% | 30,674 | -0.4% | 0.19% | -2.0% |
| Q2 2023 | $860,861 | +2.2% | 30,800 | +1.8% | 0.20% | -2.5% |
| Q1 2023 | $842,076 | +100868.3% | 30,247 | -3.2% | 0.20% | -0.5% |
| Q4 2022 | $834 | -99.9% | 31,246 | -11.1% | 0.20% | -10.2% |
| Q3 2022 | $865,000 | +53.9% | 35,138 | +79.0% | 0.22% | +69.2% |
| Q2 2022 | $562,000 | -12.9% | 19,625 | -0.6% | 0.13% | +9.9% |
| Q1 2022 | $645,000 | -11.4% | 19,734 | 0.0% | 0.12% | -6.2% |
| Q4 2021 | $728,000 | -2.3% | 19,734 | -1.1% | 0.13% | -11.0% |
| Q3 2021 | $745,000 | -23.1% | 19,948 | -13.4% | 0.14% | -22.0% |
| Q2 2021 | $969,000 | +30.4% | 23,033 | +26.1% | 0.19% | +20.8% |
| Q1 2021 | $743,000 | +18.7% | 18,267 | +15.7% | 0.15% | +12.4% |
| Q4 2020 | $626,000 | +42.0% | 15,785 | +20.5% | 0.14% | +22.3% |
| Q3 2020 | $441,000 | +12.5% | 13,103 | 0.0% | 0.11% | +3.7% |
| Q2 2020 | $392,000 | +89.4% | 13,103 | +97.2% | 0.11% | +92.9% |
| Q4 2019 | $207,000 | -54.1% | 6,643 | -56.7% | 0.06% | -61.1% |
| Q2 2018 | $451,000 | – | 15,345 | – | 0.14% | – |
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% |