WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 239 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $197,972 | -59.2% | 6,855 | -62.3% | 0.04% | -66.7% |
| Q3 2023 | $484,834 | -9.5% | 18,179 | -5.2% | 0.14% | -4.9% |
| Q2 2023 | $535,998 | -30.9% | 19,177 | -31.2% | 0.14% | -34.0% |
| Q1 2023 | $775,875 | -21.7% | 27,869 | -25.0% | 0.22% | -26.4% |
| Q4 2022 | $991,322 | +89.5% | 37,156 | +74.9% | 0.29% | +67.8% |
| Q3 2022 | $523,000 | -49.5% | 21,247 | -41.2% | 0.17% | -48.7% |
| Q2 2022 | $1,036,000 | +1104.7% | 36,117 | +1277.5% | 0.34% | +1155.6% |
| Q1 2022 | $86,000 | -70.6% | 2,622 | -67.1% | 0.03% | -71.3% |
| Q4 2021 | $293,000 | +14.0% | 7,963 | +16.1% | 0.09% | +3.3% |
| Q3 2021 | $257,000 | +1411.8% | 6,861 | +1187.2% | 0.09% | +727.3% |
| Q4 2019 | $17,000 | – | 533 | – | 0.01% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |