WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $1,547,000 | -3.9% | 47,366 | +8.5% | 0.12% | -6.1% |
| Q4 2021 | $1,609,000 | +4.1% | 43,656 | +5.4% | 0.13% | -17.0% |
| Q3 2021 | $1,546,000 | +0.8% | 41,416 | +13.7% | 0.16% | +3.2% |
| Q2 2021 | $1,533,000 | +55.0% | 36,431 | +49.8% | 0.15% | +48.1% |
| Q1 2021 | $989,000 | +26.5% | 24,314 | +23.4% | 0.10% | +18.2% |
| Q4 2020 | $782,000 | +27.4% | 19,704 | +8.0% | 0.09% | +1.1% |
| Q3 2020 | $614,000 | – | 18,243 | – | 0.09% | – |
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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% |