WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $17 | 0.0% | 615 | +0.7% | 0.00% | 0.0% |
| Q1 2023 | $17 | +6.2% | 611 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $16 | -99.9% | 611 | -0.2% | 0.00% | 0.0% |
| Q3 2022 | $15,000 | -11.8% | 612 | +1.0% | 0.00% | 0.0% |
| Q2 2022 | $17,000 | -15.0% | 606 | +1.3% | 0.00% | 0.0% |
| Q1 2022 | $20,000 | -9.1% | 598 | +0.2% | 0.00% | -25.0% |
| Q4 2021 | $22,000 | 0.0% | 597 | +0.2% | 0.00% | 0.0% |
| Q3 2021 | $22,000 | -12.0% | 596 | +0.5% | 0.00% | 0.0% |
| Q2 2021 | $25,000 | +4.2% | 593 | +0.5% | 0.00% | 0.0% |
| Q1 2021 | $24,000 | -50.0% | 590 | -65.2% | 0.00% | -71.4% |
| Q3 2018 | $48,000 | -4.0% | 1,693 | 0.0% | 0.01% | -12.5% |
| Q2 2018 | $50,000 | 0.0% | 1,693 | +10.4% | 0.02% | 0.0% |
| Q1 2018 | $50,000 | – | 1,533 | – | 0.02% | – |
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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% |