WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $214,613 | -88.4% | 8,047 | -84.8% | 0.00% | -85.7% |
| Q2 2023 | $1,847,984 | +601.5% | 53,103 | +437.8% | 0.01% | +600.0% |
| Q4 2022 | $263,438 | -48.7% | 9,874 | -52.7% | 0.00% | -66.7% |
| Q3 2022 | $514,000 | +756.7% | 20,883 | +894.4% | 0.00% | – |
| Q2 2022 | $60,000 | -94.9% | 2,100 | -94.2% | 0.00% | -100.0% |
| Q1 2022 | $1,187,000 | +110.5% | 36,329 | +137.3% | 0.01% | +150.0% |
| Q4 2021 | $564,000 | +1844.8% | 15,309 | +1852.7% | 0.00% | – |
| Q3 2021 | $29,000 | -74.3% | 784 | -70.7% | 0.00% | -100.0% |
| Q2 2021 | $113,000 | – | 2,680 | – | 0.00% | – |
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% |