WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,162,516 | -2.9% | 118,579 | +1.7% | 0.07% | -8.1% |
| Q2 2023 | $3,257,906 | +17.1% | 116,561 | +16.6% | 0.07% | 0.0% |
| Q1 2023 | $2,782,809 | +4.2% | 99,957 | -0.2% | 0.07% | +8.8% |
| Q4 2022 | $2,671,840 | +55.7% | 100,143 | +43.7% | 0.07% | +41.7% |
| Q3 2022 | $1,716,000 | -40.3% | 69,713 | -30.5% | 0.05% | -33.3% |
| Q2 2022 | $2,875,000 | -16.9% | 100,260 | -5.3% | 0.07% | -6.5% |
| Q1 2022 | $3,458,000 | +5.6% | 105,863 | +19.1% | 0.08% | +5.5% |
| Q4 2021 | $3,275,000 | -39.6% | 88,873 | -38.8% | 0.07% | -47.1% |
| Q3 2021 | $5,420,000 | -9.7% | 145,232 | +1.8% | 0.14% | -8.0% |
| Q2 2021 | $6,005,000 | +22.5% | 142,732 | +18.5% | 0.15% | +10.3% |
| Q1 2021 | $4,903,000 | +36.7% | 120,499 | +33.3% | 0.14% | +27.1% |
| Q4 2020 | $3,587,000 | +61.0% | 90,422 | +36.7% | 0.11% | +46.6% |
| Q3 2020 | $2,228,000 | -7.3% | 66,161 | -17.7% | 0.07% | -15.1% |
| Q2 2020 | $2,404,000 | – | 80,367 | – | 0.09% | – |
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% |