WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $1,572,449 | +0.7% | 56,259 | +0.4% | 1.09% | +0.7% |
| Q1 2023 | $1,560,772 | -60.5% | 56,062 | -59.3% | 1.08% | -66.8% |
| Q2 2022 | $3,954,000 | -13.7% | 137,886 | -1.5% | 3.26% | +10.5% |
| Q1 2022 | $4,584,000 | -51.6% | 140,043 | -45.5% | 2.95% | -46.0% |
| Q4 2021 | $9,462,000 | +83.7% | 256,805 | +86.0% | 5.47% | +23.8% |
| Q3 2021 | $5,151,000 | +14.7% | 138,044 | +29.3% | 4.41% | -0.1% |
| Q2 2021 | $4,490,000 | +106.7% | 106,746 | +100.0% | 4.42% | +104.9% |
| Q1 2021 | $2,172,000 | -21.0% | 53,383 | -22.9% | 2.16% | -21.5% |
| Q4 2020 | $2,748,000 | – | 69,272 | – | 2.75% | – |
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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% |