WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 315 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $6 | +20.0% | 209 | +13.6% | 0.00% | +33.3% |
| Q1 2024 | $5 | 0.0% | 184 | +12.2% | 0.00% | 0.0% |
| Q4 2023 | $5 | -16.7% | 164 | -26.5% | 0.00% | -40.0% |
| 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 ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |