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 | $277,463 | -71.1% | 10,404 | -69.9% | 0.26% | -72.9% |
| Q2 2023 | $961,596 | -13.4% | 34,540 | -22.4% | 0.96% | -26.7% |
| Q3 2022 | $1,110,000 | -14.2% | 44,492 | -1.7% | 1.30% | +3.2% |
| Q2 2022 | $1,293,000 | -10.6% | 45,262 | +2.2% | 1.26% | +4.8% |
| Q1 2022 | $1,447,000 | -9.4% | 44,299 | +2.3% | 1.20% | -15.7% |
| Q4 2021 | $1,597,000 | +4.0% | 43,302 | +5.2% | 1.43% | +11.8% |
| Q3 2021 | $1,536,000 | -7.2% | 41,157 | +4.6% | 1.28% | -6.5% |
| Q2 2021 | $1,655,000 | +6.4% | 39,345 | +3.0% | 1.37% | -4.9% |
| Q1 2021 | $1,555,000 | +87.1% | 38,189 | +82.3% | 1.44% | +75.6% |
| Q4 2020 | $831,000 | – | 20,951 | – | 0.82% | – |
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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% |