WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $262,772 | -19.6% | 9,853 | -15.7% | 0.06% | -16.7% |
| Q2 2023 | $327,000 | +1.2% | 11,682 | +0.6% | 0.08% | -2.5% |
| Q1 2023 | $323,000 | -84.6% | 11,617 | -85.2% | 0.08% | -85.4% |
| Q4 2022 | $2,096,000 | -2.9% | 78,578 | -10.4% | 0.55% | -10.5% |
| Q3 2022 | $2,159,000 | -16.9% | 87,683 | -3.2% | 0.61% | -13.2% |
| Q2 2022 | $2,597,000 | -74.3% | 90,556 | -70.8% | 0.70% | -71.5% |
| Q1 2022 | $10,118,000 | +3.2% | 309,784 | +16.5% | 2.47% | +0.9% |
| Q4 2021 | $9,800,000 | -7.9% | 265,936 | -6.7% | 2.45% | -16.4% |
| Q3 2021 | $10,638,000 | -25.8% | 285,040 | -16.3% | 2.93% | -26.7% |
| Q2 2021 | $14,334,000 | +76.5% | 340,722 | +70.7% | 4.00% | +56.5% |
| Q1 2021 | $8,122,000 | +3.7% | 199,608 | +1.1% | 2.56% | -5.3% |
| Q4 2020 | $7,834,000 | +68.2% | 197,489 | +42.8% | 2.70% | +49.3% |
| Q3 2020 | $4,657,000 | +43.6% | 138,302 | +27.6% | 1.81% | +27.1% |
| Q2 2020 | $3,242,000 | – | 108,404 | – | 1.42% | – |
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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% |