WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 85 filers reported holding WISDOMTREE TR in Q1 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,937,000 | -77.0% | 52,556 | -76.7% | 1.14% | -76.9% |
| Q3 2021 | $8,427,000 | -9.1% | 225,800 | +2.5% | 4.93% | -11.4% |
| Q2 2021 | $9,271,000 | +12.9% | 220,375 | +9.2% | 5.56% | -2.3% |
| Q1 2021 | $8,214,000 | +13.9% | 201,866 | +11.0% | 5.69% | +7.6% |
| Q4 2020 | $7,213,000 | +17.0% | 181,821 | -0.7% | 5.29% | +2.6% |
| Q3 2020 | $6,165,000 | +12.7% | 183,093 | +0.1% | 5.16% | +2.0% |
| Q2 2020 | $5,472,000 | +22.7% | 182,954 | +0.2% | 5.06% | -9.3% |
| Q1 2020 | $4,460,000 | – | 182,653 | – | 5.57% | – |
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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% |