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 | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $7,208,000 | -10.1% | 195,602 | -8.9% | 2.69% | -18.0% |
| Q3 2021 | $8,017,000 | -28.5% | 214,811 | -19.4% | 3.29% | -28.6% |
| Q2 2021 | $11,207,000 | +5.4% | 266,384 | +1.9% | 4.60% | -5.8% |
| Q1 2021 | $10,634,000 | -6.4% | 261,344 | -8.8% | 4.89% | -10.9% |
| Q4 2020 | $11,365,000 | +88.3% | 286,499 | +59.8% | 5.48% | +47.7% |
| Q3 2020 | $6,035,000 | -10.3% | 179,242 | -20.3% | 3.71% | -11.5% |
| Q2 2020 | $6,727,000 | +910.1% | 224,908 | +939.2% | 4.20% | +489.3% |
| Q4 2019 | $666,000 | – | 21,642 | – | 0.71% | – |
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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% |