WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 246 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $542,536 | +0.6% | 17,712 | -3.2% | 0.11% | +32.5% |
| Q1 2024 | $539,139 | -4.6% | 18,300 | -6.5% | 0.08% | -21.7% |
| Q4 2023 | $565,144 | +1.5% | 19,568 | -6.3% | 0.11% | -8.6% |
| 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% | – |
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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% |