WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 240 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2024 | $1,380,000 | -0.5% | 46,852 | -2.5% | 0.06% | -13.3% |
| Q4 2023 | $1,387,000 | +1.2% | 48,034 | -6.6% | 0.08% | -12.8% |
| Q3 2023 | $1,371,000 | -5.9% | 51,416 | -1.4% | 0.09% | +6.2% |
| Q2 2023 | $1,457,000 | +166034.5% | 52,133 | +58.5% | 0.08% | +42.1% |
| Q4 2022 | $877 | -99.8% | 32,885 | +168.2% | 0.06% | +67.6% |
| Q2 2021 | $516,000 | -47.1% | 12,260 | -48.2% | 0.03% | 0.0% |
| Q1 2021 | $976,000 | -43.8% | 23,680 | -45.9% | 0.03% | -54.1% |
| Q4 2020 | $1,737,000 | +163.6% | 43,789 | +123.6% | 0.07% | +124.2% |
| Q3 2020 | $659,000 | +0.2% | 19,585 | -11.0% | 0.03% | -8.3% |
| Q2 2020 | $658,000 | – | 22,016 | – | 0.04% | – |
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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% |