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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $581,840 | -56.8% | 22,534 | -52.0% | 0.03% | -55.7% |
| Q2 2023 | $1,347,768 | +25.3% | 46,912 | +19.1% | 0.07% | +11.1% |
| Q1 2023 | $1,075,691 | -3.1% | 39,388 | +1.7% | 0.06% | -7.4% |
| Q4 2022 | $1,110,159 | +33.9% | 38,722 | +19.5% | 0.07% | +15.3% |
| Q3 2022 | $829,000 | +6.7% | 32,406 | +19.2% | 0.06% | +5.4% |
| Q2 2022 | $777,000 | -6.6% | 27,194 | -5.8% | 0.06% | -12.5% |
| Q1 2022 | $832,000 | +3.5% | 28,865 | +27.4% | 0.06% | +12.3% |
| Q4 2021 | $804,000 | -4.3% | 22,659 | +4.4% | 0.06% | -3.4% |
| Q3 2021 | $840,000 | -14.3% | 21,706 | -13.6% | 0.06% | +63.9% |
| Q2 2021 | $980,000 | – | 25,136 | – | 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% |