WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $10,062 | -0.8% | 377,267 | +3.9% | 1.36% | +3.6% |
| Q2 2023 | $10,145 | +5.4% | 362,937 | +5.0% | 1.32% | +3.4% |
| Q1 2023 | $9,624 | -0.1% | 345,657 | -4.3% | 1.27% | -7.3% |
| Q4 2022 | $9,637 | -99.9% | 361,196 | +6.7% | 1.37% | +11.6% |
| Q3 2022 | $8,336,000 | -12.4% | 338,564 | +2.1% | 1.23% | -8.8% |
| Q2 2022 | $9,513,000 | +10129.0% | 331,669 | +11607.3% | 1.35% | -59.4% |
| Q1 2022 | $93,000 | -21.8% | 2,833 | -11.9% | 3.32% | +3.2% |
| Q4 2021 | $119,000 | +8.2% | 3,215 | +10.0% | 3.22% | +4.3% |
| Q3 2021 | $110,000 | – | 2,922 | – | 3.08% | – |
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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% |