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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $370 | -97.8% | 13,868 | -97.7% | 0.02% | -97.7% |
| Q2 2023 | $16,886 | +115.2% | 604,152 | +105.4% | 0.73% | +85.8% |
| Q4 2022 | $7,846 | -99.7% | 294,074 | +154.2% | 0.40% | +158.2% |
| Q3 2022 | $2,849,000 | -40.6% | 115,708 | -30.8% | 0.15% | -40.2% |
| Q2 2022 | $4,794,000 | -49.1% | 167,149 | -42.1% | 0.26% | -21.2% |
| Q1 2022 | $9,424,000 | -55.0% | 288,556 | -49.3% | 0.32% | -42.2% |
| Q4 2021 | $20,962,000 | -71.9% | 568,854 | -71.5% | 0.56% | -81.2% |
| Q3 2021 | $74,547,000 | – | 1,997,513 | – | 3.00% | – |
| Q2 2021 | $0 | -100.0% | 0 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $2,432,000 | -88.4% | 59,764 | -88.7% | 0.13% | -90.8% |
| Q4 2020 | $21,052,000 | +53.1% | 530,674 | +29.9% | 1.44% | +41.1% |
| Q3 2020 | $13,754,000 | +4562.4% | 408,500 | +3433.7% | 1.02% | +5572.2% |
| Q4 2018 | $295,000 | – | 11,560 | – | 0.02% | – |
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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% |