WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,491,579 | -11.2% | 55,969 | -2.9% | 1.32% | +4.6% |
| Q2 2023 | $1,679,927 | +117.1% | 57,650 | +107.4% | 1.26% | +76.9% |
| Q1 2023 | $773,790 | +1.2% | 27,794 | -3.0% | 0.72% | -0.6% |
| Q4 2022 | $764,440 | -20.6% | 28,652 | -26.8% | 0.72% | -20.7% |
| Q3 2022 | $963,000 | -23.5% | 39,132 | -9.7% | 0.91% | -17.1% |
| Q2 2022 | $1,259,000 | -15.5% | 43,312 | -5.1% | 1.09% | +4.4% |
| Q1 2022 | $1,490,000 | -16.7% | 45,623 | -6.0% | 1.05% | -16.6% |
| Q4 2021 | $1,789,000 | – | 48,539 | – | 1.26% | – |
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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% |