WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $11,425,650 | -9.8% | 428,408 | -5.5% | 2.65% | -8.2% |
| Q2 2023 | $12,668,768 | +3.7% | 453,265 | +3.3% | 2.89% | -1.0% |
| Q1 2023 | $12,212,123 | +15.6% | 438,654 | +10.8% | 2.92% | -9.4% |
| Q4 2022 | $10,562,087 | +34.2% | 395,880 | +23.8% | 3.22% | +21.2% |
| Q3 2022 | $7,870,000 | -9.5% | 319,658 | +5.5% | 2.66% | -8.5% |
| Q2 2022 | $8,692,000 | -10.3% | 303,069 | +2.1% | 2.90% | -3.4% |
| Q1 2022 | $9,695,000 | -7.5% | 296,860 | +4.4% | 3.01% | -7.8% |
| Q4 2021 | $10,477,000 | +10.1% | 284,308 | +11.5% | 3.26% | -0.6% |
| Q3 2021 | $9,518,000 | -0.7% | 255,049 | +11.9% | 3.28% | -8.9% |
| Q2 2021 | $9,589,000 | +13.3% | 227,924 | +9.5% | 3.60% | +2.6% |
| Q1 2021 | $8,467,000 | +12.0% | 208,075 | +9.2% | 3.51% | +1.8% |
| Q4 2020 | $7,559,000 | +34.7% | 190,543 | +14.3% | 3.45% | +14.1% |
| Q3 2020 | $5,612,000 | – | 166,669 | – | 3.02% | – |
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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% |