WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $6,312,797 | +1.0% | 225,860 | +0.6% | 1.60% | +1.6% |
| Q1 2023 | $6,250,580 | +20.2% | 224,518 | +15.2% | 1.58% | +18.0% |
| Q4 2022 | $5,201,089 | -10.8% | 194,943 | -17.7% | 1.34% | -17.3% |
| Q3 2022 | $5,833,000 | -8.8% | 236,916 | +6.2% | 1.62% | -12.7% |
| Q2 2022 | $6,397,000 | -16.6% | 223,035 | -5.1% | 1.85% | -22.0% |
| Q1 2022 | $7,673,000 | -3.1% | 234,944 | +9.4% | 2.38% | -6.7% |
| Q4 2021 | $7,915,000 | -25.8% | 214,788 | -24.8% | 2.55% | -33.5% |
| Q3 2021 | $10,661,000 | -4.7% | 285,678 | +7.5% | 3.83% | -11.8% |
| Q2 2021 | $11,183,000 | +36.6% | 265,810 | +32.1% | 4.34% | +28.9% |
| Q1 2021 | $8,187,000 | +7.6% | 201,195 | +4.9% | 3.37% | +14.5% |
| Q4 2020 | $7,612,000 | +26.0% | 191,882 | +7.0% | 2.94% | -23.3% |
| Q3 2020 | $6,039,000 | – | 179,370 | – | 3.84% | – |
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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% |