WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,200,000 | -2.8% | 44,977 | +1.8% | 0.18% | +23.8% |
| Q2 2023 | $1,235,000 | +6.7% | 44,175 | +6.3% | 0.14% | -0.7% |
| Q1 2023 | $1,157,000 | +6.6% | 41,559 | +2.2% | 0.14% | -7.7% |
| Q4 2022 | $1,085,000 | +17.8% | 40,649 | +8.7% | 0.16% | -0.6% |
| Q3 2022 | $921,000 | -5.2% | 37,405 | +25.7% | 0.16% | +0.6% |
| Q1 2022 | $972,000 | +3.2% | 29,750 | +16.4% | 0.16% | +7.6% |
| Q4 2021 | $942,000 | -6.5% | 25,562 | -5.3% | 0.14% | -11.6% |
| Q3 2021 | $1,007,000 | -6.4% | 26,987 | +5.5% | 0.16% | +2.5% |
| Q2 2021 | $1,076,000 | +13.0% | 25,584 | +9.4% | 0.16% | -1.2% |
| Q1 2021 | $952,000 | – | 23,390 | – | 0.16% | – |
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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% |