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 | $252,005 | -4.6% | 9,449 | 0.0% | 0.04% | -6.7% |
Q2 2023 | $264,100 | +4.8% | 9,449 | 0.0% | 0.04% | -10.0% |
Q4 2022 | $252,099 | +8.2% | 9,449 | 0.0% | 0.05% | +6.4% |
Q3 2022 | $233,000 | -14.0% | 9,449 | 0.0% | 0.05% | -13.0% |
Q2 2022 | $271,000 | -12.3% | 9,449 | 0.0% | 0.05% | +3.8% |
Q1 2022 | $309,000 | -11.2% | 9,449 | 0.0% | 0.05% | -8.8% |
Q4 2021 | $348,000 | -1.4% | 9,449 | 0.0% | 0.06% | -10.9% |
Q3 2021 | $353,000 | -11.3% | 9,449 | 0.0% | 0.06% | -11.1% |
Q2 2021 | $398,000 | +3.6% | 9,449 | 0.0% | 0.07% | -4.0% |
Q1 2021 | $384,000 | +2.4% | 9,449 | 0.0% | 0.08% | -3.8% |
Q4 2020 | $375,000 | +17.9% | 9,449 | 0.0% | 0.08% | 0.0% |
Q3 2020 | $318,000 | +12.4% | 9,449 | 0.0% | 0.08% | +1.3% |
Q2 2020 | $283,000 | +22.5% | 9,449 | 0.0% | 0.08% | 0.0% |
Q1 2020 | $231,000 | -21.7% | 9,449 | 0.0% | 0.08% | -2.5% |
Q4 2019 | $295,000 | +13.0% | 9,449 | 0.0% | 0.08% | -1.2% |
Q3 2019 | $261,000 | -4.4% | 9,449 | 0.0% | 0.08% | -10.1% |
Q2 2019 | $273,000 | +0.4% | 9,449 | 0.0% | 0.09% | -8.2% |
Q1 2019 | $272,000 | +12.4% | 9,449 | 0.0% | 0.10% | -11.0% |
Q4 2018 | $242,000 | – | 9,449 | – | 0.11% | – |
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% |