WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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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% |