WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $467,578 | -17.5% | 17,532 | -13.6% | 0.02% | -16.7% |
Q2 2023 | $566,881 | -23.1% | 20,282 | -23.4% | 0.02% | -33.3% |
Q1 2023 | $737,398 | -18.4% | 26,487 | -21.8% | 0.03% | -18.2% |
Q4 2022 | $904,187 | +6.2% | 33,890 | -1.9% | 0.03% | -10.8% |
Q3 2022 | $851,000 | +84.6% | 34,559 | +144.8% | 0.04% | +32.1% |
Q1 2022 | $461,000 | -15.3% | 14,116 | -36.7% | 0.03% | -54.1% |
Q1 2020 | $544,000 | – | 22,291 | – | 0.06% | – |
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% |