WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6,305 | -4.0% | 236 | +0.4% | 0.00% | 0.0% |
| Q2 2023 | $6,569 | +93742.9% | 235 | +0.4% | 0.00% | 0.0% |
| Q1 2023 | $7 | +16.7% | 234 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $6 | -99.9% | 234 | 0.0% | 0.00% | -40.0% |
| Q3 2022 | $6,000 | -14.3% | 234 | +1.3% | 0.01% | +66.7% |
| Q2 2022 | $7,000 | -85.4% | 231 | -84.4% | 0.00% | -84.2% |
| Q1 2022 | $48,000 | -11.1% | 1,478 | 0.0% | 0.02% | -20.8% |
| Q4 2021 | $54,000 | -1.8% | 1,478 | 0.0% | 0.02% | -4.0% |
| Q3 2021 | $55,000 | -11.3% | 1,478 | +0.1% | 0.02% | -16.7% |
| Q2 2021 | $62,000 | -25.3% | 1,476 | -27.5% | 0.03% | -21.1% |
| Q1 2021 | $83,000 | – | 2,037 | +63.0% | 0.04% | – |
| Q4 2020 | $0 | – | 1,250 | – | 0.00% | – |
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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% |