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 2022 | $573,000 | +13.7% | 19,981 | +29.4% | 0.38% | +28.9% |
| Q1 2022 | $504,000 | +12.2% | 15,446 | +26.8% | 0.29% | +20.2% |
| Q4 2021 | $449,000 | -58.9% | 12,180 | -57.1% | 0.24% | -68.6% |
| Q3 2021 | $1,092,000 | +172.3% | 28,397 | +198.2% | 0.77% | +169.2% |
| Q2 2021 | $401,000 | +37.3% | 9,523 | +32.7% | 0.29% | +21.2% |
| Q1 2021 | $292,000 | -7.9% | 7,176 | 0.0% | 0.24% | +63.9% |
| Q4 2020 | $317,000 | – | 7,176 | – | 0.14% | – |
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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% |