WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,000 | -95.9% | 480 | -96.6% | 0.00% | -95.3% |
| Q1 2020 | $344,000 | -20.0% | 14,086 | +2.2% | 0.06% | 0.0% |
| Q4 2019 | $430,000 | -14.2% | 13,777 | -23.9% | 0.06% | -13.5% |
| Q3 2019 | $501,000 | -4.6% | 18,109 | -0.4% | 0.07% | +5.7% |
| Q2 2019 | $525,000 | -7.2% | 18,176 | -7.4% | 0.07% | -7.9% |
| Q1 2019 | $566,000 | +1.8% | 19,628 | -9.8% | 0.08% | -10.6% |
| Q4 2018 | $556,000 | -20.2% | 21,760 | -11.8% | 0.08% | -7.6% |
| Q3 2018 | $697,000 | – | 24,670 | – | 0.09% | – |
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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% |