WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $4,035,350 | +6.4% | 151,250 | -1.8% | 0.56% | -3.9% |
| Q3 2022 | $3,793,000 | -39.3% | 154,100 | -29.2% | 0.59% | -36.8% |
| Q2 2022 | $6,245,000 | +2.0% | 217,750 | +16.1% | 0.93% | +16.7% |
| Q1 2022 | $6,125,000 | -28.5% | 187,550 | -19.4% | 0.80% | -23.5% |
| Q4 2021 | $8,569,000 | -1.3% | 232,550 | 0.0% | 1.04% | -4.1% |
| Q3 2021 | $8,678,000 | -11.3% | 232,550 | 0.0% | 1.09% | -15.3% |
| Q2 2021 | $9,783,000 | +30.0% | 232,550 | +25.8% | 1.28% | +16.3% |
| Q1 2021 | $7,524,000 | +2.6% | 184,900 | 0.0% | 1.10% | -0.1% |
| Q4 2020 | $7,335,000 | -14.0% | 184,900 | -27.0% | 1.10% | -16.7% |
| Q3 2020 | $8,530,000 | +12.6% | 253,350 | 0.0% | 1.32% | +9.3% |
| Q2 2020 | $7,577,000 | +25.7% | 253,350 | +2.7% | 1.21% | +22.1% |
| Q1 2020 | $6,027,000 | – | 246,800 | – | 0.99% | – |
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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% |