WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,131,318 | -9.8% | 117,410 | -5.5% | 0.05% | -10.9% |
| Q2 2023 | $3,473,076 | -4.6% | 124,260 | -5.0% | 0.06% | -9.8% |
| Q1 2023 | $3,640,706 | +10.4% | 130,772 | +5.8% | 0.06% | +1.7% |
| Q4 2022 | $3,297,741 | +18.0% | 123,603 | +8.9% | 0.06% | -18.9% |
| Q3 2022 | $2,794,000 | -10.1% | 113,489 | +4.7% | 0.07% | +4.2% |
| Q2 2022 | $3,108,000 | +14.0% | 108,367 | +29.8% | 0.07% | +31.5% |
| Q1 2022 | $2,726,000 | -10.4% | 83,480 | +1.2% | 0.05% | -12.9% |
| Q4 2021 | $3,041,000 | +16.8% | 82,511 | +18.2% | 0.06% | +21.6% |
| Q3 2021 | $2,604,000 | +482.6% | 69,781 | +556.6% | 0.05% | +363.6% |
| Q2 2021 | $447,000 | +40.1% | 10,627 | +35.5% | 0.01% | +22.2% |
| Q1 2021 | $319,000 | -43.5% | 7,842 | -45.0% | 0.01% | -50.0% |
| Q4 2020 | $565,000 | – | 14,250 | – | 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% |