WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $441,495 | -4.6% | 16,554 | 0.0% | 0.25% | +1.6% |
| Q2 2023 | $462,684 | +0.9% | 16,554 | +0.5% | 0.25% | -7.8% |
| Q1 2023 | $458,441 | +3.5% | 16,467 | -0.8% | 0.27% | -5.6% |
| Q4 2022 | $442,781 | +0.9% | 16,596 | -6.8% | 0.29% | -10.6% |
| Q3 2022 | $439,000 | -25.1% | 17,811 | -12.8% | 0.32% | -21.8% |
| Q2 2022 | $586,000 | -18.3% | 20,432 | -6.9% | 0.41% | -4.0% |
| Q1 2022 | $717,000 | -36.2% | 21,950 | -28.0% | 0.43% | -26.2% |
| Q4 2021 | $1,124,000 | -89.8% | 30,507 | -89.7% | 0.58% | -89.8% |
| Q3 2021 | $11,069,000 | -4.0% | 296,591 | +8.2% | 5.64% | -5.6% |
| Q2 2021 | $11,532,000 | +75.8% | 274,116 | +70.1% | 5.97% | +67.8% |
| Q1 2021 | $6,558,000 | +4.0% | 161,158 | +1.3% | 3.56% | -16.6% |
| Q4 2020 | $6,308,000 | +31.5% | 159,014 | -0.9% | 4.26% | +5.8% |
| Q3 2020 | $4,797,000 | +0.2% | 160,396 | +0.2% | 4.03% | +0.1% |
| Q2 2020 | $4,788,000 | +27.7% | 160,097 | +4.3% | 4.03% | +12.7% |
| Q1 2020 | $3,749,000 | – | 153,559 | – | 3.57% | – |
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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% |