WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,369,000 | +5.3% | 41,920 | +18.8% | 0.11% | +18.1% |
| Q4 2021 | $1,300,000 | -11.9% | 35,284 | -10.7% | 0.09% | -25.4% |
| Q3 2021 | $1,475,000 | -44.4% | 39,533 | -37.4% | 0.13% | -46.4% |
| Q2 2021 | $2,655,000 | +26.2% | 63,118 | +22.1% | 0.24% | +5.4% |
| Q1 2021 | $2,103,000 | +11.3% | 51,681 | +8.5% | 0.22% | -14.6% |
| Q4 2020 | $1,890,000 | +163.2% | 47,638 | +123.4% | 0.26% | +49.1% |
| Q3 2020 | $718,000 | +65.1% | 21,326 | +46.6% | 0.18% | +31.6% |
| Q2 2020 | $435,000 | – | 14,551 | – | 0.13% | – |
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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% |