WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $201,000 | -14.5% | 8,181 | +0.0% | 0.04% | -18.8% |
| Q2 2022 | $235,000 | -79.5% | 8,180 | -76.7% | 0.05% | -73.9% |
| Q1 2022 | $1,145,000 | -16.8% | 35,046 | -6.1% | 0.18% | -15.6% |
| Q4 2021 | $1,376,000 | -39.2% | 37,334 | -38.4% | 0.22% | -43.4% |
| Q3 2021 | $2,262,000 | -12.6% | 60,624 | -1.4% | 0.38% | -2.0% |
| Q2 2021 | $2,587,000 | -90.9% | 61,488 | -91.2% | 0.39% | -93.3% |
| Q1 2021 | $28,492,000 | +5.3% | 700,231 | +2.6% | 5.85% | -5.6% |
| Q4 2020 | $27,067,000 | +19.0% | 682,297 | +1.0% | 6.19% | +0.4% |
| Q3 2020 | $22,754,000 | +13.5% | 675,784 | +0.9% | 6.17% | +3.4% |
| Q2 2020 | $20,041,000 | +191.1% | 670,049 | +137.7% | 5.97% | +117.9% |
| Q1 2020 | $6,885,000 | – | 281,945 | – | 2.74% | – |
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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% |