WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,793,956 | +28.5% | 67,264 | +34.6% | 0.03% | +28.0% |
| Q2 2023 | $1,396,426 | +16.7% | 49,962 | +16.2% | 0.02% | +8.7% |
| Q1 2023 | $1,196,591 | -21.1% | 42,981 | +5.8% | 0.02% | -14.8% |
| Q3 2021 | $1,516,000 | -16.4% | 40,612 | -5.8% | 0.03% | -22.9% |
| Q2 2021 | $1,814,000 | +10.7% | 43,121 | +7.0% | 0.04% | -2.8% |
| Q1 2021 | $1,639,000 | +11.0% | 40,292 | +8.3% | 0.04% | 0.0% |
| Q4 2020 | $1,476,000 | – | 37,209 | – | 0.04% | – |
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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% |