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 2022 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q2 2022 | $1,000 | 0.0% | 24 | 0.0% | 0.00% | – |
| Q1 2022 | $1,000 | -99.5% | 24 | -99.5% | 0.00% | -100.0% |
| Q4 2021 | $183,000 | -1.1% | 4,955 | +0.0% | 0.07% | -9.8% |
| Q3 2021 | $185,000 | -11.1% | 4,954 | +0.1% | 0.08% | -12.8% |
| Q2 2021 | $208,000 | +4.0% | 4,951 | +0.5% | 0.09% | -6.0% |
| Q1 2021 | $200,000 | +2.6% | 4,927 | +0.1% | 0.10% | -4.8% |
| Q4 2020 | $195,000 | +10.2% | 4,924 | -6.2% | 0.10% | -4.5% |
| Q3 2020 | $177,000 | +13.5% | 5,249 | +0.4% | 0.11% | +4.8% |
| Q2 2020 | $156,000 | +22.8% | 5,229 | +0.3% | 0.10% | +22.1% |
| Q1 2020 | $127,000 | – | 5,214 | – | 0.09% | – |
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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% |