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 | $2,141,529 | -6.4% | 81,613 | +3.6% | 1.53% | -4.5% |
| Q2 2023 | $2,288,193 | -35.9% | 78,795 | -41.1% | 1.60% | -41.0% |
| Q1 2023 | $3,569,836 | -2.1% | 133,852 | +4.2% | 2.72% | -3.2% |
| Q4 2022 | $3,648,269 | +12.4% | 128,460 | -2.5% | 2.81% | -0.8% |
| Q3 2022 | $3,245,000 | -10.7% | 131,806 | +0.9% | 2.83% | -4.5% |
| Q2 2022 | $3,632,000 | -2.7% | 130,683 | +4.5% | 2.97% | +1.1% |
| Q1 2022 | $3,732,000 | -16.2% | 125,015 | +2.2% | 2.94% | -12.6% |
| Q4 2021 | $4,453,000 | – | 122,368 | – | 3.36% | – |
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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% |