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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $64,000 | -14.7% | 2,615 | 0.0% | 0.02% | -15.0% |
| Q2 2022 | $75,000 | -11.8% | 2,615 | 0.0% | 0.02% | -4.8% |
| Q1 2022 | $85,000 | -11.5% | 2,615 | 0.0% | 0.02% | -8.7% |
| Q4 2021 | $96,000 | -93.8% | 2,615 | -94.7% | 0.02% | -96.5% |
| Q4 2019 | $1,546,000 | +23.8% | 49,534 | +9.6% | 0.66% | +7.3% |
| Q3 2019 | $1,249,000 | -5.6% | 45,183 | -1.4% | 0.62% | -10.5% |
| Q2 2019 | $1,323,000 | -37.5% | 45,829 | -37.6% | 0.69% | -47.3% |
| Q1 2019 | $2,118,000 | +8.8% | 73,462 | -3.6% | 1.30% | -15.2% |
| Q4 2018 | $1,947,000 | – | 76,168 | – | 1.54% | – |
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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% |