WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $5,368,827 | -7.5% | 201,306 | -3.1% | 1.91% | -5.7% |
| Q2 2023 | $5,806,222 | -8.5% | 207,736 | -8.8% | 2.03% | -9.3% |
| Q1 2023 | $6,343,296 | -2.5% | 227,848 | -6.5% | 2.23% | -2.2% |
| Q4 2022 | $6,503,791 | -23.0% | 243,770 | -28.9% | 2.28% | -29.2% |
| Q3 2022 | $8,445,000 | -16.3% | 343,038 | -2.4% | 3.23% | -6.4% |
| Q2 2022 | $10,084,000 | -21.3% | 351,625 | -10.4% | 3.45% | -4.8% |
| Q1 2022 | $12,821,000 | -5.3% | 392,582 | +6.8% | 3.62% | -3.1% |
| Q4 2021 | $13,545,000 | -0.1% | 367,596 | +1.1% | 3.74% | -5.2% |
| Q3 2021 | $13,564,000 | -11.2% | 363,462 | +0.1% | 3.94% | -11.2% |
| Q2 2021 | $15,281,000 | +2.2% | 363,232 | -1.1% | 4.44% | +7.4% |
| Q1 2021 | $14,949,000 | +3.9% | 367,404 | +1.3% | 4.13% | -4.0% |
| Q4 2020 | $14,390,000 | +18.4% | 362,761 | +0.5% | 4.31% | +6.3% |
| Q3 2020 | $12,158,000 | +17.0% | 361,096 | +3.9% | 4.05% | +10.3% |
| Q2 2020 | $10,394,000 | +60.4% | 347,516 | +31.0% | 3.67% | +35.7% |
| Q1 2020 | $6,479,000 | – | 265,340 | – | 2.70% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,973,441 | $59,026,000 | 17.17% |
| ESL Trust Services, LLC | 668,580 | $19,997,000 | 9.07% |
| WADDELL & ASSOCIATES, LLC | 670,049 | $20,041,000 | 5.97% |
| DeGreen Capital Management LLC | 388,773 | $11,628,000 | 5.57% |
| CLIENT 1ST ADVISORY GROUP, LLC | 185,748 | $6,130,000 | 5.08% |
| Coyle Financial Counsel LLC | 182,954 | $5,472,000 | 5.06% |
| MFA WEALTH ADVISORS, LLC | 220,468 | $6,594,198,000 | 4.26% |
| TOMPKINS FINANCIAL CORP | 673,043 | $20,123,000 | 4.23% |
| VIVID FINANCIAL MANAGEMENT, INC. | 224,908 | $6,727,000 | 4.20% |
| MBE Wealth Management, LLC | 160,097 | $4,788,000 | 4.03% |