WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,703,544 | -5.0% | 176,361 | -0.5% | 0.01% | 0.0% |
| Q2 2023 | $4,952,662 | -1.2% | 177,197 | -1.6% | 0.01% | -10.0% |
| Q1 2023 | $5,015,094 | -8.7% | 180,140 | -12.5% | 0.01% | -9.1% |
| Q4 2022 | $5,494,285 | -60.4% | 205,931 | -63.4% | 0.01% | -64.5% |
| Q3 2022 | $13,865,000 | -11.0% | 563,175 | +3.7% | 0.03% | -8.8% |
| Q2 2022 | $15,577,000 | -6.1% | 543,149 | +6.9% | 0.03% | +9.7% |
| Q1 2022 | $16,593,000 | -17.7% | 508,047 | -7.2% | 0.03% | -18.4% |
| Q4 2021 | $20,165,000 | -17.9% | 547,220 | -16.9% | 0.04% | -24.0% |
| Q3 2021 | $24,563,000 | +17.8% | 658,173 | +32.8% | 0.05% | +16.3% |
| Q2 2021 | $20,857,000 | +5.9% | 495,770 | +2.4% | 0.04% | -2.3% |
| Q1 2021 | $19,691,000 | +17.0% | 483,935 | +14.0% | 0.04% | +4.8% |
| Q4 2020 | $16,836,000 | +69.3% | 424,393 | +43.7% | 0.04% | +50.0% |
| Q3 2020 | $9,942,000 | +31.1% | 295,266 | +16.4% | 0.03% | +16.7% |
| Q2 2020 | $7,586,000 | +23.7% | 253,622 | +0.9% | 0.02% | -11.1% |
| Q1 2020 | $6,135,000 | -6.4% | 251,237 | +19.6% | 0.03% | +28.6% |
| Q4 2019 | $6,557,000 | +16.9% | 210,015 | +3.5% | 0.02% | +5.0% |
| Q3 2019 | $5,610,000 | +13.5% | 202,893 | +18.5% | 0.02% | +5.3% |
| Q2 2019 | $4,942,000 | +517.8% | 171,184 | +517.1% | 0.02% | +533.3% |
| Q1 2019 | $800,000 | +31.4% | 27,739 | +16.5% | 0.00% | 0.0% |
| Q4 2018 | $609,000 | +159.1% | 23,813 | +186.3% | 0.00% | +200.0% |
| Q3 2018 | $235,000 | -56.6% | 8,318 | -54.8% | 0.00% | -66.7% |
| Q2 2018 | $541,000 | +11.5% | 18,418 | +22.9% | 0.00% | 0.0% |
| Q1 2018 | $485,000 | – | 14,991 | – | 0.00% | – |
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% |