WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $556,997 | -9.3% | 20,884 | -5.0% | 0.12% | -5.7% |
| Q2 2023 | $614,337 | +2.0% | 21,979 | +1.6% | 0.12% | -3.1% |
| Q1 2023 | $602,232 | +103376.3% | 21,631 | -0.8% | 0.13% | 0.0% |
| Q4 2022 | $582 | -99.8% | 21,815 | +40.4% | 0.13% | +41.1% |
| Q3 2022 | $382,000 | -2.6% | 15,534 | +13.4% | 0.09% | +4.7% |
| Q2 2022 | $392,000 | -21.0% | 13,701 | -9.9% | 0.09% | -9.5% |
| Q1 2022 | $496,000 | -15.2% | 15,201 | -4.3% | 0.10% | -13.6% |
| Q4 2021 | $585,000 | -2.8% | 15,878 | -1.7% | 0.11% | -12.7% |
| Q3 2021 | $602,000 | +7.1% | 16,149 | +20.7% | 0.13% | +8.6% |
| Q2 2021 | $562,000 | – | 13,377 | – | 0.12% | – |
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% |