WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2022 | $2,000 | -99.3% | 50,840 | -99.4% | 0.00% | -100.0% |
Q1 2022 | $282,000 | -96.9% | 9,205,972 | +3529.6% | 1.23% | -0.3% |
Q4 2021 | $9,169,000 | +1.2% | 253,639 | +4.5% | 1.23% | -0.9% |
Q3 2021 | $9,063,000 | -40.3% | 242,819 | -36.5% | 1.24% | -48.6% |
Q4 2020 | $15,170,000 | – | 382,411 | – | 2.42% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,973,441 | $59,026,000 | 17.17% |
ESL Trust Services, LLC | 668,580 | $19,997,000 | 9.07% |
WADDELL & ASSOCIATES, LLC | 670,049 | $20,041,000 | 5.97% |
DeGreen Capital Management LLC | 388,773 | $11,628,000 | 5.57% |
CLIENT 1ST ADVISORY GROUP, LLC | 185,748 | $6,130,000 | 5.08% |
Coyle Financial Counsel LLC | 182,954 | $5,472,000 | 5.06% |
MFA WEALTH ADVISORS, LLC | 220,468 | $6,594,198,000 | 4.26% |
TOMPKINS FINANCIAL CORP | 673,043 | $20,123,000 | 4.23% |
VIVID FINANCIAL MANAGEMENT, INC. | 224,908 | $6,727,000 | 4.20% |
MBE Wealth Management, LLC | 160,097 | $4,788,000 | 4.03% |