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 2023 | $190,984 | -9.1% | 7,161 | -4.7% | 0.06% | -8.6% |
| Q2 2023 | $210,016 | +43.3% | 7,514 | +42.7% | 0.07% | +32.1% |
| Q1 2023 | $146,578 | -27.4% | 5,265 | -35.8% | 0.05% | -44.2% |
| Q4 2022 | $201,810 | -0.1% | 8,197 | 0.0% | 0.10% | 0.0% |
| Q3 2022 | $202,000 | -31.1% | 8,197 | -20.3% | 0.10% | -40.3% |
| Q2 2022 | $293,000 | +876.7% | 10,282 | +1009.2% | 0.16% | +960.0% |
| Q1 2022 | $30,000 | +66.7% | 927 | +89.2% | 0.02% | +66.7% |
| Q4 2021 | $18,000 | +5.9% | 490 | +8.4% | 0.01% | -10.0% |
| Q3 2021 | $17,000 | +88.9% | 452 | +92.3% | 0.01% | +100.0% |
| Q2 2021 | $9,000 | +350.0% | 235 | +291.7% | 0.01% | +400.0% |
| Q1 2021 | $2,000 | – | 60 | – | 0.00% | – |
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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% |