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 | $5,210 | +5.7% | 170,106 | +1.7% | 0.01% | 0.0% |
| Q1 2024 | $4,929 | +12.2% | 167,328 | +10.0% | 0.01% | 0.0% |
| Q4 2023 | $4,395 | +13.3% | 152,175 | +4.6% | 0.01% | +8.3% |
| Q3 2023 | $3,879 | +0.5% | 145,450 | +5.3% | 0.01% | 0.0% |
| Q2 2023 | $3,861 | +10.9% | 138,128 | +10.5% | 0.01% | +9.1% |
| Q1 2023 | $3,480 | +6.7% | 125,002 | +2.2% | 0.01% | 0.0% |
| Q4 2022 | $3,262 | -99.9% | 122,280 | +7.8% | 0.01% | -8.3% |
| Q3 2022 | $3,253,000 | 0.0% | 113,408 | 0.0% | 0.01% | 0.0% |
| Q2 2022 | $3,253,000 | +3.2% | 113,408 | +17.5% | 0.01% | +20.0% |
| Q1 2022 | $3,152,000 | +608.3% | 96,499 | +699.8% | 0.01% | +900.0% |
| Q4 2021 | $445,000 | – | 12,066 | – | 0.00% | – |
Download | ||||||
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% |