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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,935 | -4.6% | 485 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $13,556 | +0.4% | 485 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,502 | +67410.0% | 485 | -34.3% | 0.00% | 0.0% |
| Q4 2022 | $20 | -99.9% | 738 | -4.7% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -47.2% | 774 | -39.0% | 0.00% | 0.0% |
| Q2 2022 | $36,000 | -40.0% | 1,269 | -30.8% | 0.00% | -50.0% |
| Q1 2022 | $60,000 | -13.0% | 1,833 | -1.8% | 0.00% | 0.0% |
| Q4 2021 | $69,000 | -66.0% | 1,866 | -65.8% | 0.00% | -60.0% |
| Q3 2021 | $203,000 | -23.7% | 5,452 | -13.8% | 0.01% | -28.6% |
| Q2 2021 | $266,000 | +259.5% | 6,326 | +245.7% | 0.01% | +250.0% |
| Q1 2021 | $74,000 | – | 1,830 | – | 0.00% | – |
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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% |