WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $9,761 | -4.6% | 366 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $10,230 | +191.6% | 366 | +190.5% | 0.00% | +100.0% |
| Q1 2023 | $3,508 | -91.1% | 126 | -91.5% | 0.00% | -91.7% |
| Q4 2022 | $39,513 | -89.8% | 1,481 | -89.0% | 0.01% | -88.8% |
| Q2 2022 | $388,000 | -95.8% | 13,517 | -95.2% | 0.11% | -95.5% |
| Q1 2022 | $9,180,000 | -7.7% | 281,074 | +4.1% | 2.38% | -2.4% |
| Q4 2021 | $9,948,000 | +37.7% | 269,950 | +39.4% | 2.43% | -17.7% |
| Q3 2021 | $7,226,000 | -33.1% | 193,621 | -24.6% | 2.96% | -4.5% |
| Q2 2021 | $10,805,000 | +43.1% | 256,835 | +38.4% | 3.10% | +21.8% |
| Q1 2021 | $7,552,000 | +9223.5% | 185,595 | +9033.6% | 2.54% | +4003.2% |
| Q4 2020 | $81,000 | – | 2,032 | – | 0.06% | – |
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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% |