WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 243 filers reported holding WISDOMTREE TR in Q4 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $335,000 | -8.5% | 13,591 | +6.1% | 0.29% | +3.6% |
| Q2 2022 | $366,000 | -61.4% | 12,811 | -59.6% | 0.28% | -58.1% |
| Q1 2022 | $947,000 | -21.1% | 31,713 | -2.4% | 0.66% | -72.7% |
| Q4 2021 | $1,201,000 | +19.9% | 32,477 | +25.9% | 2.42% | +301.8% |
| Q3 2021 | $1,002,000 | +22.2% | 25,786 | +32.3% | 0.60% | +19.4% |
| Q2 2021 | $820,000 | +16.0% | 19,487 | +12.1% | 0.50% | +8.1% |
| Q1 2021 | $707,000 | +4.4% | 17,380 | +1.9% | 0.47% | +12.5% |
| Q4 2020 | $677,000 | – | 17,062 | – | 0.42% | – |
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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% |