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% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,973,441 | $59,026,000 | 17.17% |
ESL Trust Services, LLC | 668,580 | $19,997,000 | 9.07% |
WADDELL & ASSOCIATES, LLC | 670,049 | $20,041,000 | 5.97% |
DeGreen Capital Management LLC | 388,773 | $11,628,000 | 5.57% |
CLIENT 1ST ADVISORY GROUP, LLC | 185,748 | $6,130,000 | 5.08% |
Coyle Financial Counsel LLC | 182,954 | $5,472,000 | 5.06% |
MFA WEALTH ADVISORS, LLC | 220,468 | $6,594,198,000 | 4.26% |
TOMPKINS FINANCIAL CORP | 673,043 | $20,123,000 | 4.23% |
VIVID FINANCIAL MANAGEMENT, INC. | 224,908 | $6,727,000 | 4.20% |
MBE Wealth Management, LLC | 160,097 | $4,788,000 | 4.03% |