WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $58 | -4.9% | 2,165 | 0.0% | 0.02% | -4.0% |
| Q2 2023 | $61 | -16.4% | 2,165 | -17.6% | 0.02% | -19.4% |
| Q1 2023 | $73 | +4.3% | 2,628 | 0.0% | 0.03% | -6.1% |
| Q4 2022 | $70 | -99.9% | 2,628 | 0.0% | 0.03% | +6.5% |
| Q3 2022 | $65,000 | -13.3% | 2,628 | 0.0% | 0.03% | -13.9% |
| Q2 2022 | $75,000 | -12.8% | 2,628 | 0.0% | 0.04% | +24.1% |
| Q1 2022 | $86,000 | -30.6% | 2,628 | -22.2% | 0.03% | -31.0% |
| Q4 2021 | $124,000 | -3.9% | 3,378 | -2.5% | 0.04% | -8.7% |
| Q3 2021 | $129,000 | -87.8% | 3,465 | -86.3% | 0.05% | -86.9% |
| Q2 2021 | $1,056,000 | +49.2% | 25,265 | +47.0% | 0.35% | +27.1% |
| Q1 2021 | $708,000 | +91.4% | 17,186 | +84.3% | 0.28% | +64.9% |
| Q4 2020 | $370,000 | – | 9,326 | – | 0.17% | – |
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% |