WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 246 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,069,416 | +7.9% | 34,914 | +3.8% | 0.50% | +9.4% |
| Q1 2024 | $990,799 | +16.4% | 33,632 | +14.1% | 0.46% | +12.0% |
| Q4 2023 | $851,382 | +13.9% | 29,480 | +5.1% | 0.41% | +2.0% |
| Q3 2023 | $747,773 | -0.1% | 28,038 | +4.7% | 0.40% | +4.2% |
| Q2 2023 | $748,808 | +25.6% | 26,791 | +25.1% | 0.38% | +19.9% |
| Q1 2023 | $595,999 | +14.0% | 21,408 | +9.2% | 0.32% | +7.7% |
| Q4 2022 | $522,928 | +6.9% | 19,600 | -1.4% | 0.30% | -2.3% |
| Q3 2022 | $489,000 | -10.3% | 19,873 | +4.6% | 0.30% | -6.2% |
| Q2 2022 | $545,000 | -23.0% | 18,994 | -12.4% | 0.32% | -6.1% |
| Q1 2022 | $708,000 | +2.3% | 21,674 | +15.5% | 0.35% | -13.3% |
| Q4 2021 | $692,000 | -3.9% | 18,772 | -2.7% | 0.40% | -11.5% |
| Q3 2021 | $720,000 | -13.5% | 19,284 | -2.4% | 0.45% | -13.8% |
| Q2 2021 | $832,000 | -0.4% | 19,767 | -3.7% | 0.52% | -4.0% |
| Q1 2021 | $835,000 | +45.5% | 20,528 | +41.8% | 0.54% | +35.6% |
| Q4 2020 | $574,000 | +47.6% | 14,475 | +25.2% | 0.40% | +32.2% |
| Q3 2020 | $389,000 | +27.1% | 11,558 | +12.8% | 0.30% | +13.0% |
| Q2 2020 | $306,000 | – | 10,244 | – | 0.27% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |