WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,737,991 | -1.8% | 290,138 | +2.9% | 2.05% | -0.2% |
| Q2 2023 | $7,882,776 | +0.9% | 282,031 | +0.5% | 2.05% | -4.9% |
| Q1 2023 | $7,809,192 | -12.3% | 280,503 | -15.9% | 2.16% | -17.4% |
| Q4 2022 | $8,901,351 | +9.0% | 333,634 | +0.6% | 2.62% | +0.6% |
| Q3 2022 | $8,164,000 | -11.8% | 331,601 | +2.8% | 2.60% | -10.4% |
| Q2 2022 | $9,255,000 | -12.4% | 322,692 | -0.2% | 2.90% | +2.5% |
| Q1 2022 | $10,565,000 | +65.6% | 323,472 | +86.8% | 2.83% | +6.9% |
| Q4 2021 | $6,379,000 | – | 173,121 | – | 2.65% | – |
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% |