WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,590,436 | -21.7% | 134,625 | -17.9% | 0.02% | -28.1% |
| Q2 2023 | $4,583,777 | -1.0% | 163,999 | -1.4% | 0.03% | -5.9% |
| Q1 2023 | $4,629,808 | +114.6% | 166,301 | +105.7% | 0.03% | +100.0% |
| Q4 2022 | $2,157,307 | +163.7% | 80,859 | +143.3% | 0.02% | +70.0% |
| Q3 2022 | $818,000 | -36.3% | 33,237 | -25.8% | 0.01% | -37.5% |
| Q2 2022 | $1,285,000 | -48.6% | 44,785 | -41.5% | 0.02% | -46.7% |
| Q1 2022 | $2,498,000 | -23.3% | 76,491 | -13.4% | 0.03% | -25.0% |
| Q4 2021 | $3,255,000 | -0.4% | 88,337 | +0.8% | 0.04% | -9.1% |
| Q3 2021 | $3,269,000 | -2.2% | 87,595 | +10.2% | 0.04% | -6.4% |
| Q2 2021 | $3,343,000 | +396.7% | 79,463 | +380.5% | 0.05% | +235.7% |
| Q1 2021 | $673,000 | +656.2% | 16,539 | +453.5% | 0.01% | +600.0% |
| Q2 2020 | $89,000 | – | 2,988 | – | 0.00% | – |
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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% |