WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 158 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $943,312 | -18.9% | 35,370 | -15.0% | 0.07% | -18.1% |
Q2 2023 | $1,163,240 | -65.6% | 41,618 | -65.8% | 0.08% | -65.8% |
Q1 2023 | $3,383,939 | +4.0% | 121,550 | -0.4% | 0.24% | 0.0% |
Q4 2022 | $3,254,917 | +4.6% | 121,998 | -3.5% | 0.24% | -5.4% |
Q3 2022 | $3,111,000 | -16.2% | 126,360 | -2.4% | 0.26% | -14.6% |
Q2 2022 | $3,713,000 | -10.8% | 129,454 | +1.6% | 0.30% | +9.9% |
Q1 2022 | $4,163,000 | -8.5% | 127,458 | +3.2% | 0.27% | -4.5% |
Q4 2021 | $4,551,000 | +20.7% | 123,509 | +22.2% | 0.29% | +12.5% |
Q3 2021 | $3,771,000 | -5.5% | 101,035 | +6.5% | 0.26% | -4.5% |
Q2 2021 | $3,991,000 | +14.1% | 94,871 | +10.3% | 0.27% | +7.7% |
Q1 2021 | $3,499,000 | +18.5% | 85,991 | +15.5% | 0.25% | +22.8% |
Q4 2020 | $2,953,000 | +52.0% | 74,448 | +29.0% | 0.20% | +21.7% |
Q3 2020 | $1,943,000 | +10.8% | 57,701 | -1.5% | 0.17% | 0.0% |
Q2 2020 | $1,753,000 | +26.2% | 58,598 | +3.0% | 0.17% | -16.2% |
Q1 2020 | $1,389,000 | -12.3% | 56,896 | +12.2% | 0.20% | +17.2% |
Q4 2019 | $1,583,000 | +7.8% | 50,695 | -4.6% | 0.17% | +0.6% |
Q3 2019 | $1,469,000 | -1.3% | 53,142 | +3.1% | 0.17% | -2.9% |
Q2 2019 | $1,488,000 | +3.8% | 51,551 | +3.6% | 0.17% | -2.8% |
Q1 2019 | $1,434,000 | +12.1% | 49,750 | -0.6% | 0.18% | +1.7% |
Q4 2018 | $1,279,000 | -9.9% | 50,050 | -0.4% | 0.18% | +10.8% |
Q3 2018 | $1,419,000 | +6.5% | 50,240 | +9.5% | 0.16% | -1.9% |
Q2 2018 | $1,333,000 | -1.2% | 45,865 | +9.9% | 0.16% | -8.0% |
Q1 2018 | $1,349,000 | – | 41,730 | – | 0.18% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,973,441 | $59,026,000 | 17.17% |
ESL Trust Services, LLC | 668,580 | $19,997,000 | 9.07% |
WADDELL & ASSOCIATES, LLC | 670,049 | $20,041,000 | 5.97% |
DeGreen Capital Management LLC | 388,773 | $11,628,000 | 5.57% |
CLIENT 1ST ADVISORY GROUP, LLC | 185,748 | $6,130,000 | 5.08% |
Coyle Financial Counsel LLC | 182,954 | $5,472,000 | 5.06% |
MFA WEALTH ADVISORS, LLC | 220,468 | $6,594,198,000 | 4.26% |
TOMPKINS FINANCIAL CORP | 673,043 | $20,123,000 | 4.23% |
VIVID FINANCIAL MANAGEMENT, INC. | 224,908 | $6,727,000 | 4.20% |
MBE Wealth Management, LLC | 160,097 | $4,788,000 | 4.03% |