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 | $3,600,583 | +8.1% | 117,551 | +4.0% | 0.83% | +10.3% |
| Q1 2024 | $3,330,691 | +0.4% | 113,058 | -1.6% | 0.75% | -5.2% |
| Q4 2023 | $3,318,337 | -57.1% | 114,901 | -60.4% | 0.79% | -63.7% |
| 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 ↓ |
|---|---|---|---|
| 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% |