WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,863,681 | +36.4% | 182,365 | +42.9% | 0.58% | +41.2% |
| Q2 2023 | $3,566,491 | +191.1% | 127,603 | +190.0% | 0.41% | +177.2% |
| Q1 2023 | $1,225,085 | +10.1% | 44,005 | +5.5% | 0.15% | +6.4% |
| Q4 2022 | $1,112,941 | +39.5% | 41,714 | +28.7% | 0.14% | +26.1% |
| Q3 2022 | $798,000 | -12.1% | 32,420 | +2.4% | 0.11% | -45.9% |
| Q2 2022 | $908,000 | -13.1% | 31,647 | -1.1% | 0.20% | +65.3% |
| Q1 2022 | $1,045,000 | +5.3% | 31,984 | +18.8% | 0.12% | +4.2% |
| Q4 2021 | $992,000 | +19.5% | 26,919 | +21.0% | 0.12% | +7.2% |
| Q3 2021 | $830,000 | -5.3% | 22,242 | +6.9% | 0.11% | -42.5% |
| Q2 2021 | $876,000 | +36.9% | 20,814 | +32.3% | 0.19% | +23.7% |
| Q1 2021 | $640,000 | +1.3% | 15,736 | -1.2% | 0.16% | -4.9% |
| Q4 2020 | $632,000 | +41.7% | 15,922 | +20.2% | 0.16% | +18.0% |
| Q3 2020 | $446,000 | +32.0% | 13,251 | +17.4% | 0.14% | +18.8% |
| Q2 2020 | $338,000 | – | 11,287 | – | 0.12% | – |
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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% |