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 | $346,343 | +3.4% | 12,986 | +8.4% | 0.03% | 0.0% |
| Q2 2023 | $334,908 | -13.0% | 11,982 | -13.4% | 0.03% | -19.4% |
| Q1 2023 | $385,090 | +2.2% | 13,832 | -2.1% | 0.04% | -7.7% |
| Q4 2022 | $376,932 | -56.2% | 14,127 | -59.7% | 0.04% | -20.4% |
| Q3 2022 | $861,000 | -20.6% | 35,046 | -7.5% | 0.05% | -21.0% |
| Q2 2022 | $1,085,000 | -17.3% | 37,875 | -5.7% | 0.06% | -3.1% |
| Q1 2022 | $1,312,000 | +30.8% | 40,159 | +47.9% | 0.06% | -35.4% |
| Q4 2021 | $1,003,000 | -26.8% | 27,155 | -16.5% | 0.10% | -29.8% |
| Q2 2021 | $1,371,000 | +134.8% | 32,535 | +126.6% | 0.14% | +78.5% |
| Q1 2021 | $584,000 | +17.7% | 14,359 | +14.7% | 0.08% | +8.2% |
| Q4 2020 | $496,000 | +51.7% | 12,514 | +28.9% | 0.07% | +37.7% |
| Q3 2020 | $327,000 | – | 9,706 | – | 0.05% | – |
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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% |