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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $194,000 | -96.6% | 6,758 | -96.2% | 0.05% | -95.9% |
| Q1 2022 | $5,749,000 | -23.7% | 176,026 | -14.0% | 1.25% | -14.6% |
| Q4 2021 | $7,539,000 | +238.1% | 204,587 | +242.4% | 1.46% | +170.4% |
| Q3 2021 | $2,230,000 | -10.2% | 59,759 | +1.3% | 0.54% | -16.9% |
| Q2 2021 | $2,482,000 | +10.5% | 58,999 | +6.9% | 0.65% | +13.6% |
| Q1 2021 | $2,246,000 | -13.0% | 55,191 | -15.3% | 0.57% | -46.2% |
| Q4 2020 | $2,583,000 | +18.1% | 65,124 | +0.2% | 1.07% | +1.5% |
| Q3 2020 | $2,188,000 | +10.9% | 64,995 | -1.4% | 1.05% | -3.0% |
| Q2 2020 | $1,973,000 | – | 65,948 | – | 1.08% | – |
Download | ||||||
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% |