WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 240 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $4,883 | +4.3% | 175 | 0.0% | 0.00% | -25.0% |
Q4 2022 | $4,680 | +17.0% | 175 | 0.0% | 0.00% | +33.3% |
Q3 2022 | $4,000 | -20.0% | 175 | +0.6% | 0.00% | 0.0% |
Q2 2022 | $5,000 | -88.4% | 174 | -86.7% | 0.00% | -87.5% |
Q1 2022 | $43,000 | -2.3% | 1,308 | +9.9% | 0.02% | -7.7% |
Q4 2021 | $44,000 | -48.2% | 1,190 | -47.5% | 0.03% | -50.0% |
Q3 2021 | $85,000 | -21.3% | 2,268 | -11.4% | 0.05% | -16.1% |
Q2 2021 | $108,000 | +100.0% | 2,561 | +92.3% | 0.06% | +63.2% |
Q1 2021 | $54,000 | – | 1,332 | – | 0.04% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |