WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 120 filers reported holding WISDOMTREE TR in Q2 2020. The put-call ratio across all filers is - and the average weighting 1.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,124 | +4.4% | 7,589 | +4.0% | 0.01% | -6.7% |
| Q1 2023 | $203,218 | -18.5% | 7,300 | -21.9% | 0.02% | -21.1% |
| Q4 2022 | $249,313 | +7.9% | 9,345 | -0.3% | 0.02% | 0.0% |
| Q3 2022 | $231,000 | -13.5% | 9,371 | +0.8% | 0.02% | -13.6% |
| Q2 2022 | $267,000 | -51.5% | 9,300 | -44.8% | 0.02% | -50.0% |
| Q1 2022 | $550,000 | -87.3% | 16,838 | -83.7% | 0.04% | -88.5% |
| Q4 2021 | $4,322,000 | +8.4% | 103,367 | -3.3% | 0.38% | +14.3% |
| Q3 2021 | $3,987,000 | -7.8% | 106,929 | +3.4% | 0.34% | -12.5% |
| Q2 2021 | $4,322,000 | +17.4% | 103,367 | +14.7% | 0.38% | +1.9% |
| Q1 2021 | $3,681,000 | +526.0% | 90,100 | +508.1% | 0.38% | +438.6% |
| Q4 2020 | $588,000 | +78.2% | 14,817 | +53.3% | 0.07% | +55.6% |
| Q3 2020 | $330,000 | +28.4% | 9,664 | +12.6% | 0.04% | +21.6% |
| Q2 2020 | $257,000 | +19.0% | 8,585 | -2.9% | 0.04% | -35.1% |
| Q1 2020 | $216,000 | – | 8,841 | – | 0.06% | – |
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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% |