WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $325,000 | +1.9% | 9,948 | +15.1% | 0.16% | +5.4% |
| Q4 2021 | $319,000 | -11.6% | 8,646 | -10.6% | 0.15% | -21.8% |
| Q3 2021 | $361,000 | -33.6% | 9,672 | -25.2% | 0.19% | -35.6% |
| Q2 2021 | $544,000 | +16.0% | 12,930 | +12.1% | 0.29% | +9.0% |
| Q1 2021 | $469,000 | -5.3% | 11,531 | -7.6% | 0.27% | -16.8% |
| Q4 2020 | $495,000 | +126.0% | 12,485 | +91.3% | 0.32% | +69.5% |
| Q3 2020 | $219,000 | – | 6,528 | – | 0.19% | – |
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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% |