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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,529,093 | -18.7% | 162,043 | -19.1% | 3.03% | -22.5% |
| Q1 2023 | $5,573,100 | +795.0% | 200,183 | +757.7% | 3.91% | +790.7% |
| Q4 2022 | $622,704 | -33.7% | 23,340 | -38.8% | 0.44% | -38.8% |
| Q3 2022 | $939,000 | -40.8% | 38,164 | -31.1% | 0.72% | -37.1% |
| Q2 2022 | $1,587,000 | -74.0% | 55,352 | -70.4% | 1.14% | -64.6% |
| Q1 2022 | $6,097,000 | -19.0% | 186,705 | -8.6% | 3.22% | -13.7% |
| Q4 2021 | $7,526,000 | +0.8% | 204,253 | +2.1% | 3.73% | -4.1% |
| Q3 2021 | $7,464,000 | -5.3% | 200,004 | +6.8% | 3.89% | -8.2% |
| Q2 2021 | $7,880,000 | +16.4% | 187,324 | +12.6% | 4.24% | +15.5% |
| Q1 2021 | $6,770,000 | +5.5% | 166,384 | +2.9% | 3.67% | +2.1% |
| Q4 2020 | $6,417,000 | – | 161,757 | – | 3.59% | – |
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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% |