WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $631,279 | -5.9% | 23,670 | -1.4% | 0.19% | -6.3% |
| Q2 2023 | $670,660 | +25.9% | 23,995 | +25.4% | 0.20% | +11.4% |
| Q1 2023 | $532,803 | -26.4% | 19,138 | -29.5% | 0.18% | -40.1% |
| Q4 2022 | $724,042 | -32.4% | 27,138 | -37.7% | 0.31% | -40.4% |
| Q3 2022 | $1,071,000 | -21.8% | 43,541 | -8.8% | 0.52% | -15.6% |
| Q2 2022 | $1,369,000 | -99.9% | 47,756 | -0.6% | 0.61% | +9.3% |
| Q1 2022 | $1,568,855,000 | +84978.9% | 48,036 | -4.0% | 0.56% | -22.1% |
| Q4 2021 | $1,844,000 | -1.4% | 50,052 | -0.2% | 0.72% | -1.6% |
| Q3 2021 | $1,871,000 | – | 50,157 | – | 0.73% | – |
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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% |