WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 234 filers reported holding WISDOMTREE TR in Q2 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $239,682 | -36.3% | 8,987 | -33.3% | 0.16% | -36.5% |
| Q2 2023 | $376,354 | -84.6% | 13,465 | -84.6% | 0.24% | -85.7% |
| Q1 2023 | $2,436,374 | +29.2% | 87,513 | +23.8% | 1.71% | +8.8% |
| Q4 2022 | $1,886,428 | +24.0% | 70,706 | +14.5% | 1.57% | +1.6% |
| Q3 2022 | $1,521,000 | +15.3% | 61,769 | +34.3% | 1.54% | +24.6% |
| Q2 2022 | $1,319,000 | +119.5% | 45,999 | +150.0% | 1.24% | +169.3% |
| Q1 2022 | $601,000 | – | 18,401 | – | 0.46% | – |
Download | ||||||
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% |