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 | $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 | 1,973,441 | $59,026,000 | 17.17% |
| ESL Trust Services, LLC | 668,580 | $19,997,000 | 9.07% |
| WADDELL & ASSOCIATES, LLC | 670,049 | $20,041,000 | 5.97% |
| DeGreen Capital Management LLC | 388,773 | $11,628,000 | 5.57% |
| CLIENT 1ST ADVISORY GROUP, LLC | 185,748 | $6,130,000 | 5.08% |
| Coyle Financial Counsel LLC | 182,954 | $5,472,000 | 5.06% |
| MFA WEALTH ADVISORS, LLC | 220,468 | $6,594,198,000 | 4.26% |
| TOMPKINS FINANCIAL CORP | 673,043 | $20,123,000 | 4.23% |
| VIVID FINANCIAL MANAGEMENT, INC. | 224,908 | $6,727,000 | 4.20% |
| MBE Wealth Management, LLC | 160,097 | $4,788,000 | 4.03% |