WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 68 filers reported holding WISDOMTREE TR in Q4 2019. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $16,792 | +42.9% | 603 | +36.7% | 0.00% | – |
| Q4 2022 | $11,754 | -97.7% | 441 | -96.8% | 0.00% | -100.0% |
| Q3 2021 | $507,000 | -3.4% | 13,594 | +8.8% | 0.02% | -5.9% |
| Q2 2021 | $525,000 | +25.3% | 12,496 | +21.1% | 0.02% | +6.2% |
| Q1 2021 | $419,000 | +4.8% | 10,315 | +2.2% | 0.02% | 0.0% |
| Q4 2020 | $400,000 | +19900.0% | 10,093 | +20498.0% | 0.02% | – |
| Q3 2020 | $2,000 | 0.0% | 49 | -51.5% | 0.00% | – |
| Q1 2020 | $2,000 | -33.3% | 101 | 0.0% | 0.00% | – |
| Q4 2019 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q3 2019 | $3,000 | 0.0% | 101 | 0.0% | 0.00% | – |
| Q2 2019 | $3,000 | +50.0% | 101 | +23.2% | 0.00% | – |
| Q1 2019 | $2,000 | – | 82 | – | 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% |