WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $327,000 | -22.1% | 12,712 | -14.1% | 0.10% | -17.2% |
| Q2 2022 | $420,000 | -90.6% | 14,807 | -89.8% | 0.12% | -89.7% |
| Q1 2022 | $4,478,000 | +15.8% | 144,971 | +37.2% | 1.19% | +17.3% |
| Q4 2021 | $3,868,000 | -24.9% | 105,660 | -20.9% | 1.01% | -28.4% |
| Q3 2021 | $5,149,000 | -20.9% | 133,495 | -16.7% | 1.42% | -24.1% |
| Q2 2021 | $6,513,000 | +17.1% | 160,253 | +19.0% | 1.87% | +3.1% |
| Q1 2021 | $5,563,000 | +1.8% | 134,635 | +9.2% | 1.81% | -2.7% |
| Q4 2020 | $5,465,000 | – | 123,282 | – | 1.86% | – |
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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% |