WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q2 2022 | $789,000 | +58.4% | 27,501 | +80.5% | 0.09% | +77.4% |
Q1 2022 | $498,000 | -0.8% | 15,234 | +11.9% | 0.05% | -3.6% |
Q4 2021 | $502,000 | -18.1% | 13,615 | -17.1% | 0.06% | -39.6% |
Q3 2021 | $613,000 | -0.5% | 16,428 | +12.1% | 0.09% | -1.1% |
Q2 2021 | $616,000 | +67.4% | 14,650 | +61.9% | 0.09% | +55.9% |
Q1 2021 | $368,000 | – | 9,047 | – | 0.06% | – |
Download |
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% |