WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 315 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $284,510 | -61.9% | 9,289 | -63.4% | 0.30% | -31.6% |
| Q1 2024 | $746,704 | +2.0% | 25,346 | 0.0% | 0.43% | +1.9% |
| Q4 2023 | $732,003 | +8.6% | 25,346 | +0.3% | 0.43% | -0.5% |
| Q3 2023 | $674,169 | -4.9% | 25,278 | -0.4% | 0.43% | -8.0% |
| Q2 2023 | $709,021 | -2.2% | 25,367 | -2.6% | 0.46% | +1.8% |
| Q1 2023 | $724,930 | +7.9% | 26,039 | +3.4% | 0.46% | -1.3% |
| Q4 2022 | $671,620 | +7.5% | 25,173 | -0.9% | 0.46% | -1.3% |
| Q3 2022 | $625,000 | -17.9% | 25,396 | -4.2% | 0.47% | -14.7% |
| Q2 2022 | $761,000 | -13.3% | 26,521 | -1.3% | 0.55% | -7.4% |
| Q1 2022 | $878,000 | -16.3% | 26,869 | -5.6% | 0.59% | -12.1% |
| Q4 2021 | $1,049,000 | – | 28,475 | – | 0.68% | – |
Download | ||||||
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% |