WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 234 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,260 | -4.5% | 47,241 | 0.0% | 0.11% | -6.9% |
| Q2 2023 | $1,320 | +0.4% | 47,241 | 0.0% | 0.12% | +41.5% |
| Q1 2023 | $1,315 | -19.5% | 47,241 | -22.9% | 0.08% | -3.5% |
| Q4 2022 | $1,634 | -99.9% | 61,241 | 0.0% | 0.08% | -24.1% |
| Q3 2022 | $1,508,000 | -14.1% | 61,241 | 0.0% | 0.11% | +41.8% |
| Q2 2022 | $1,756,000 | -12.2% | 61,241 | 0.0% | 0.08% | +9.7% |
| Q1 2022 | $2,000,000 | -11.4% | 61,241 | 0.0% | 0.07% | +1.4% |
| Q4 2021 | $2,257,000 | -28.2% | 61,241 | -27.3% | 0.07% | -32.4% |
| Q3 2021 | $3,144,000 | -11.3% | 84,241 | 0.0% | 0.10% | -12.5% |
| Q2 2021 | $3,544,000 | -18.5% | 84,241 | -21.2% | 0.12% | -25.5% |
| Q1 2021 | $4,348,000 | +2.6% | 106,865 | 0.0% | 0.16% | -4.2% |
| Q4 2020 | $4,239,000 | -47.9% | 106,865 | -55.8% | 0.17% | -50.3% |
| Q3 2020 | $8,133,000 | +12.6% | 241,565 | 0.0% | 0.34% | +22.0% |
| Q2 2020 | $7,225,000 | +79.1% | 241,565 | +46.2% | 0.28% | +66.9% |
| Q1 2020 | $4,034,000 | – | 165,210 | – | 0.17% | – |
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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% |