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 | $810,610 | -1.3% | 26,465 | -5.0% | 0.13% | -2.9% |
| Q1 2024 | $821,112 | -26.7% | 27,872 | -28.1% | 0.14% | -11.6% |
| Q4 2023 | $1,120,034 | +6.2% | 38,782 | -1.9% | 0.16% | -1.9% |
| Q3 2023 | $1,054,210 | -27.6% | 39,528 | -24.1% | 0.16% | -16.0% |
| Q2 2023 | $1,455,873 | -27.5% | 52,088 | -27.8% | 0.19% | -28.8% |
| Q1 2023 | $2,007,551 | -7.2% | 72,110 | -11.0% | 0.26% | -12.0% |
| Q4 2022 | $2,162,157 | -16.1% | 81,040 | -22.6% | 0.30% | -27.7% |
| Q3 2022 | $2,576,000 | -29.6% | 104,636 | -18.0% | 0.42% | -26.0% |
| Q2 2022 | $3,661,000 | -38.7% | 127,633 | -30.2% | 0.56% | -30.2% |
| Q1 2022 | $5,971,000 | -25.9% | 182,810 | -16.4% | 0.80% | -24.9% |
| Q4 2021 | $8,061,000 | +7.9% | 218,752 | +14.2% | 1.07% | +6.2% |
| Q3 2021 | $7,470,000 | +2317.5% | 191,490 | +2510.6% | 1.01% | +2300.0% |
| Q2 2021 | $309,000 | – | 7,335 | – | 0.04% | – |
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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% |