WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 240 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $458,255 | +3.6% | 14,961 | -0.3% | 0.28% | +1.5% |
| Q1 2024 | $442,224 | -7.1% | 15,011 | -8.9% | 0.27% | +11.9% |
| Q4 2023 | $475,914 | +7.8% | 16,479 | -0.5% | 0.24% | -3.6% |
| 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% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |