WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $200,878 | -80.1% | 7,532 | -79.1% | 0.11% | -82.6% |
| Q2 2023 | $1,009,051 | -3.5% | 36,102 | -3.9% | 0.64% | -6.3% |
| Q1 2023 | $1,045,531 | -0.6% | 37,555 | -4.8% | 0.69% | -3.8% |
| Q4 2022 | $1,052,000 | -7.6% | 39,428 | -14.7% | 0.71% | -22.8% |
| Q3 2022 | $1,138,000 | -16.3% | 46,221 | -2.4% | 0.92% | -19.3% |
| Q2 2022 | $1,359,000 | -27.0% | 47,371 | -16.9% | 1.14% | -15.7% |
| Q1 2022 | $1,861,000 | +13.1% | 56,976 | +27.6% | 1.36% | +12.1% |
| Q4 2021 | $1,646,000 | – | 44,656 | – | 1.21% | – |
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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% |