WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $29,491,375 | +62.7% | 1,105,182 | +70.4% | 0.04% | +33.3% |
Q2 2023 | $18,130,833 | +47.7% | 648,494 | +47.1% | 0.03% | +43.5% |
Q1 2023 | $12,274,812 | +104.8% | 440,816 | +96.4% | 0.02% | +91.7% |
Q4 2022 | $5,994,678 | -70.0% | 224,441 | -72.3% | 0.01% | -73.9% |
Q3 2022 | $19,966,000 | +10.7% | 810,596 | +29.0% | 0.05% | +15.0% |
Q2 2022 | $18,034,000 | -32.8% | 628,456 | -11.1% | 0.04% | -23.1% |
Q1 2022 | $26,843,000 | -5.4% | 706,907 | -8.1% | 0.05% | -3.7% |
Q4 2021 | $28,365,000 | -60.9% | 769,234 | -60.4% | 0.05% | -64.2% |
Q3 2021 | $72,625,000 | +55.8% | 1,944,837 | +75.7% | 0.15% | +49.5% |
Q2 2021 | $46,609,000 | +67.1% | 1,107,020 | +61.6% | 0.10% | +50.7% |
Q1 2021 | $27,898,000 | +118.9% | 684,933 | +113.3% | 0.07% | +97.1% |
Q4 2020 | $12,745,000 | +141.7% | 321,116 | +104.9% | 0.03% | +112.5% |
Q3 2020 | $5,273,000 | +13.8% | 156,744 | +1.2% | 0.02% | 0.0% |
Q2 2020 | $4,632,000 | +543.3% | 154,919 | +426.3% | 0.02% | +433.3% |
Q1 2020 | $720,000 | – | 29,436 | – | 0.00% | – |
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% |