WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,738,144 | +176.0% | 290,134 | +189.3% | 2.18% | -14.0% |
| Q2 2023 | $2,803,546 | +14.8% | 100,294 | +14.3% | 2.54% | +71.9% |
| Q1 2023 | $2,441,994 | -64.0% | 87,716 | -65.5% | 1.48% | -26.7% |
| Q4 2022 | $6,791,542 | +99.6% | 254,545 | +84.2% | 2.01% | +81.8% |
| Q3 2022 | $3,402,000 | -24.1% | 138,163 | -11.6% | 1.11% | -29.2% |
| Q2 2022 | $4,481,000 | -16.6% | 156,213 | -5.0% | 1.56% | -22.4% |
| Q1 2022 | $5,373,000 | -16.2% | 164,512 | -5.5% | 2.01% | -14.2% |
| Q4 2021 | $6,414,000 | -13.7% | 174,025 | -12.6% | 2.35% | -28.4% |
| Q3 2021 | $7,431,000 | -12.5% | 199,104 | -1.4% | 3.28% | -33.5% |
| Q2 2021 | $8,494,000 | -8.7% | 201,886 | -11.7% | 4.94% | -37.0% |
| Q1 2021 | $9,305,000 | – | 228,653 | – | 7.83% | – |
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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% |