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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $7,000 | -85.4% | 266 | -84.3% | 0.00% | -85.7% |
| Q2 2022 | $48,000 | -47.3% | 1,690 | -39.3% | 0.02% | -36.4% |
| Q1 2022 | $91,000 | -13.3% | 2,782 | -2.6% | 0.03% | -10.8% |
| Q4 2021 | $105,000 | -1.9% | 2,855 | 0.0% | 0.04% | -11.9% |
| Q3 2021 | $107,000 | +62.1% | 2,855 | +82.3% | 0.04% | +55.6% |
| Q2 2021 | $66,000 | +29.4% | 1,566 | +24.9% | 0.03% | +3.8% |
| Q1 2021 | $51,000 | -32.9% | 1,254 | -34.6% | 0.03% | -36.6% |
| Q4 2020 | $76,000 | +16.9% | 1,916 | 0.0% | 0.04% | +5.1% |
| Q3 2020 | $65,000 | +441.7% | 1,916 | +393.8% | 0.04% | +387.5% |
| Q2 2020 | $12,000 | – | 388 | – | 0.01% | – |
Download | ||||||
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% |