WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $570,000 | -94.2% | 17,454 | -93.5% | 0.18% | -95.6% |
| Q4 2021 | $9,841,000 | +0.9% | 267,069 | +2.2% | 4.16% | -7.1% |
| Q3 2021 | $9,756,000 | -10.9% | 261,408 | +0.5% | 4.48% | -9.4% |
| Q2 2021 | $10,945,000 | +3.4% | 260,194 | -0.1% | 4.94% | -3.7% |
| Q1 2021 | $10,586,000 | +23.2% | 260,400 | +20.2% | 5.13% | -32.9% |
| Q4 2020 | $8,591,000 | +18.9% | 216,579 | +0.9% | 7.65% | -0.4% |
| Q3 2020 | $7,225,000 | -99.9% | 214,593 | -2.7% | 7.68% | +80.2% |
| Q2 2020 | $6,594,198,000 | +1318739.6% | 220,468 | +949.0% | 4.26% | +778.8% |
| Q1 2020 | $500,000 | – | 21,017 | – | 0.48% | – |
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% |