WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,543,509 | -3.1% | 57,874 | +1.6% | 0.08% | -4.8% |
| Q2 2023 | $1,592,632 | +10.9% | 56,981 | +10.5% | 0.08% | -4.6% |
| Q1 2023 | $1,436,043 | +177.1% | 51,582 | +165.6% | 0.09% | +180.6% |
| Q4 2022 | $518,223 | +2.0% | 19,424 | -6.0% | 0.03% | -11.4% |
| Q3 2022 | $508,000 | -40.4% | 20,667 | -31.1% | 0.04% | -16.7% |
| Q2 2022 | $853,000 | -18.1% | 29,986 | -6.0% | 0.04% | -6.7% |
| Q1 2022 | $1,041,000 | -9.9% | 31,895 | +1.6% | 0.04% | +2.3% |
| Q4 2021 | $1,156,000 | +1.1% | 31,380 | +2.3% | 0.04% | 0.0% |
| Q3 2021 | $1,143,000 | +26.2% | 30,673 | +41.2% | 0.04% | +25.7% |
| Q2 2021 | $906,000 | +6.7% | 21,723 | +5.3% | 0.04% | +45.8% |
| Q1 2021 | $849,000 | +3.7% | 20,622 | +1.7% | 0.02% | -27.3% |
| Q4 2020 | $819,000 | +151.2% | 20,275 | +103.6% | 0.03% | +94.1% |
| Q3 2020 | $326,000 | +0.6% | 9,957 | -8.4% | 0.02% | -5.6% |
| Q2 2020 | $324,000 | +12.9% | 10,875 | -9.5% | 0.02% | -5.3% |
| Q1 2020 | $287,000 | – | 12,014 | – | 0.02% | – |
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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% |