WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,042,049 | +213.3% | 62,524 | +155.9% | 1.21% | +173.5% |
| Q4 2022 | $651,881 | +3.8% | 24,433 | -4.3% | 0.44% | +14.0% |
| Q3 2022 | $628,000 | -14.3% | 25,520 | -0.1% | 0.39% | -5.4% |
| Q2 2022 | $733,000 | -64.1% | 25,558 | -59.1% | 0.41% | -53.6% |
| Q1 2022 | $2,042,000 | +11.8% | 62,524 | +26.1% | 0.88% | +11.5% |
| Q4 2021 | $1,827,000 | +4.6% | 49,576 | +6.0% | 0.79% | -21.0% |
| Q3 2021 | $1,746,000 | -6.5% | 46,774 | +5.9% | 1.00% | -2.8% |
| Q2 2021 | $1,868,000 | +10.7% | 44,148 | +6.4% | 1.03% | -1.8% |
| Q1 2021 | $1,688,000 | +3209.8% | 41,490 | +3131.3% | 1.05% | +2520.0% |
| Q4 2020 | $51,000 | – | 1,284 | – | 0.04% | – |
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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% |