WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 239 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $123 | +4.2% | 4 | 0.0% | 0.00% | – |
| Q1 2024 | $118 | +1.7% | 4 | 0.0% | 0.00% | – |
| Q4 2023 | $116 | +8.4% | 4 | 0.0% | 0.00% | – |
| Q3 2023 | $107 | -4.5% | 4 | 0.0% | 0.00% | – |
| Q2 2023 | $112 | – | 4 | 0.0% | 0.00% | – |
| Q1 2023 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q4 2022 | $0 | – | 4 | 0.0% | 0.00% | – |
| Q3 2022 | $0 | -100.0% | 4 | -99.6% | 0.00% | -100.0% |
| Q1 2016 | $24,000 | -44.2% | 1,107 | -47.3% | 0.00% | -42.9% |
| Q4 2015 | $43,000 | – | 2,099 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |