Fernwood Investment Management, LLC - WISDOMTREE TR ownership

WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.

Quarter-by-quarter ownership
Fernwood Investment Management, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q1 2023$210,053
+1.2%
7,545
-3.1%
0.08%
-5.8%
Q4 2022$207,650
-40.8%
7,783
-45.4%
0.09%
-41.9%
Q3 2022$351,000
-17.0%
14,243
-3.4%
0.15%
-18.7%
Q2 2022$423,000
-13.5%
14,743
-1.6%
0.18%
+5.8%
Q1 2022$489,000
-9.6%
14,979
+2.0%
0.17%
-2.8%
Q4 2021$541,000
+5.7%
14,679
+7.0%
0.18%
+0.6%
Q3 2021$512,000
-12.3%
13,724
-1.1%
0.18%
-8.8%
Q2 2021$584,000
+5.4%
13,872
+1.9%
0.19%
-5.4%
Q1 2021$554,000
+21.5%
13,617
+18.5%
0.20%
+13.3%
Q4 2020$456,000
+34.9%
11,489
+14.3%
0.18%
+12.5%
Q3 2020$338,00010,0510.16%
Other shareholders
WISDOMTREE TR shareholders Q1 2022
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,934,654$76,748,00019.17%
ESL Trust Services, LLC 670,530$26,600,0009.77%
MFA WEALTH ADVISORS, LLC 216,579$8,591,0007.65%
WADDELL & ASSOCIATES, LLC 682,297$27,067,0006.19%
CLIENT 1ST ADVISORY GROUP, LLC 222,508$9,279,0006.02%
Legacy Capital Wealth Partners, LLC 346,779$13,757,0005.89%
DeGreen Capital Management LLC 370,517$14,698,0005.74%
VIVID FINANCIAL MANAGEMENT, INC. 286,499$11,365,0005.48%
Coyle Financial Counsel LLC 181,821$7,213,0005.29%
TOMPKINS FINANCIAL CORP 703,724$27,909,0005.02%
View complete list of WISDOMTREE TR shareholders