WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - 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% | – |
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% |