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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $2,363,226 | +21.7% | 77,154 | +17.1% | 0.43% | +14.5% |
| Q1 2024 | $1,941,356 | +23.1% | 65,898 | +20.7% | 0.37% | +12.0% |
| Q4 2023 | $1,577,228 | -17.9% | 54,613 | -24.2% | 0.33% | -24.1% |
| Q3 2023 | $1,922,266 | +0.7% | 72,076 | +5.6% | 0.44% | +3.1% |
| Q2 2023 | $1,908,230 | +32.1% | 68,273 | +31.6% | 0.43% | +25.7% |
| Q1 2023 | $1,444,144 | +19.9% | 51,873 | +16.1% | 0.34% | -19.5% |
| Q4 2022 | $1,204,141 | -30.8% | 44,664 | -36.8% | 0.42% | -38.4% |
| Q3 2022 | $1,739,000 | -14.5% | 70,634 | -0.1% | 0.68% | -1.0% |
| Q2 2022 | $2,035,000 | -10.0% | 70,723 | +2.2% | 0.69% | +1.8% |
| Q1 2022 | $2,261,000 | -5.8% | 69,232 | +6.3% | 0.68% | -4.2% |
| Q4 2021 | $2,400,000 | +0.1% | 65,122 | +3.5% | 0.71% | -1.1% |
| Q3 2021 | $2,397,000 | 0.0% | 62,924 | +3.1% | 0.72% | -4.8% |
| Q2 2021 | $2,397,000 | +0.6% | 61,023 | +5.5% | 0.75% | -0.3% |
| Q1 2021 | $2,382,000 | +14.9% | 57,846 | +10.6% | 0.75% | -3.9% |
| Q4 2020 | $2,074,000 | – | 52,284 | – | 0.78% | – |
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% |