WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,319,118 | -1.6% | 161,946 | +7.0% | 0.04% | +2.6% |
| Q2 2023 | $4,389,483 | +7.2% | 151,342 | +2.9% | 0.04% | -2.6% |
| Q1 2023 | $4,095,113 | +171.7% | 147,094 | +25.3% | 0.04% | -48.7% |
| Q4 2022 | $1,507,012 | -60.5% | 117,368 | -24.4% | 0.08% | +72.7% |
| Q3 2022 | $3,820,000 | -19.1% | 155,161 | -5.8% | 0.04% | +4.8% |
| Q2 2022 | $4,724,000 | +2.7% | 164,710 | +16.9% | 0.04% | +20.0% |
| Q1 2022 | $4,599,000 | -14.7% | 140,839 | -3.7% | 0.04% | -12.5% |
| Q4 2021 | $5,391,000 | -28.9% | 146,275 | -28.0% | 0.04% | -16.7% |
| Q3 2021 | $7,579,000 | +13.9% | 203,083 | +28.4% | 0.05% | -17.2% |
| Q2 2021 | $6,652,000 | +17.3% | 158,117 | +13.5% | 0.06% | +7.4% |
| Q1 2021 | $5,670,000 | +21.4% | 139,336 | +18.3% | 0.05% | +10.2% |
| Q4 2020 | $4,670,000 | +251.7% | 117,735 | +198.6% | 0.05% | +188.2% |
| Q3 2020 | $1,328,000 | +474.9% | 39,428 | +411.2% | 0.02% | +466.7% |
| Q2 2020 | $231,000 | – | 7,713 | – | 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% |