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 | $4,036,147 | -51.7% | 151,337 | -49.4% | 0.11% | -41.7% |
| Q2 2023 | $8,356,715 | -18.9% | 298,988 | -19.3% | 0.19% | -32.0% |
| Q1 2023 | $10,308,453 | -6.1% | 370,275 | -10.0% | 0.28% | -10.7% |
| Q4 2022 | $10,982,192 | +61.0% | 411,627 | +48.6% | 0.31% | +49.5% |
| Q3 2022 | $6,822,000 | -15.7% | 277,050 | -1.8% | 0.21% | -39.6% |
| Q2 2022 | $8,093,000 | -15.3% | 282,151 | -3.6% | 0.34% | +8.9% |
| Q1 2022 | $9,559,000 | -37.2% | 292,679 | -29.1% | 0.31% | -28.5% |
| Q4 2021 | $15,218,000 | -9.8% | 412,961 | -3.4% | 0.44% | -18.4% |
| Q3 2021 | $16,877,000 | -3.2% | 427,443 | +1.6% | 0.54% | -5.3% |
| Q2 2021 | $17,441,000 | +2.8% | 420,707 | -0.2% | 0.57% | -5.5% |
| Q1 2021 | $16,959,000 | +6.9% | 421,544 | +5.4% | 0.60% | -29.3% |
| Q4 2020 | $15,865,000 | +35.9% | 399,909 | +8.8% | 0.85% | +36.5% |
| Q3 2020 | $11,678,000 | +10.7% | 367,662 | +4.2% | 0.62% | -11.8% |
| Q2 2020 | $10,551,000 | +50.3% | 352,751 | +22.7% | 0.70% | +17.7% |
| Q1 2020 | $7,019,000 | – | 287,435 | – | 0.60% | – |
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% |