WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $6 | -25.0% | 223 | -22.6% | 0.01% | -16.7% |
| Q2 2023 | $8 | -20.0% | 288 | -18.4% | 0.01% | -33.3% |
| Q1 2023 | $10 | -54.5% | 353 | -57.4% | 0.01% | 0.0% |
| Q4 2022 | $22 | -99.8% | 828 | +89.0% | 0.01% | -10.0% |
| Q3 2022 | $11,000 | -21.4% | 438 | -6.8% | 0.01% | -9.1% |
| Q2 2022 | $14,000 | -33.3% | 470 | -27.1% | 0.01% | -21.4% |
| Q1 2022 | $21,000 | 0.0% | 645 | +15.6% | 0.01% | -51.7% |
| Q4 2021 | $21,000 | – | 558 | – | 0.03% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC | 1,973,441 | $59,026,000 | 17.17% |
| ESL Trust Services, LLC | 668,580 | $19,997,000 | 9.07% |
| WADDELL & ASSOCIATES, LLC | 670,049 | $20,041,000 | 5.97% |
| DeGreen Capital Management LLC | 388,773 | $11,628,000 | 5.57% |
| CLIENT 1ST ADVISORY GROUP, LLC | 185,748 | $6,130,000 | 5.08% |
| Coyle Financial Counsel LLC | 182,954 | $5,472,000 | 5.06% |
| MFA WEALTH ADVISORS, LLC | 220,468 | $6,594,198,000 | 4.26% |
| TOMPKINS FINANCIAL CORP | 673,043 | $20,123,000 | 4.23% |
| VIVID FINANCIAL MANAGEMENT, INC. | 224,908 | $6,727,000 | 4.20% |
| MBE Wealth Management, LLC | 160,097 | $4,788,000 | 4.03% |