Johnson Midwest Financial, LLC - WISDOMTREE TR ownership

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
Johnson Midwest Financial, LLC ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$19,629
-4.6%
7360.0%0.04%
+144.4%
Q2 2023$20,571
+0.4%
7360.0%0.02%
-37.9%
Q1 2023$20,490
+102350.0%
7360.0%0.03%
-60.3%
Q4 2022$20
-99.9%
7360.0%0.07%
+5.8%
Q3 2022$18,0007360.07%
Other shareholders
WISDOMTREE TR shareholders Q3 2023
NameSharesValueWeighting ↓
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC 1,934,654$76,748,00019.17%
ESL Trust Services, LLC 670,530$26,600,0009.77%
MFA WEALTH ADVISORS, LLC 216,579$8,591,0007.65%
WADDELL & ASSOCIATES, LLC 682,297$27,067,0006.19%
CLIENT 1ST ADVISORY GROUP, LLC 222,508$9,279,0006.02%
Legacy Capital Wealth Partners, LLC 346,779$13,757,0005.89%
DeGreen Capital Management LLC 370,517$14,698,0005.74%
VIVID FINANCIAL MANAGEMENT, INC. 286,499$11,365,0005.48%
Coyle Financial Counsel LLC 181,821$7,213,0005.29%
TOMPKINS FINANCIAL CORP 703,724$27,909,0005.02%
View complete list of WISDOMTREE TR shareholders