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 | $9,427 | -60.7% | 353 | -58.9% | 0.01% | -61.1% |
| Q2 2023 | $24,013 | +5.5% | 859 | +5.0% | 0.02% | 0.0% |
| Q1 2023 | $22,771 | -91.1% | 818 | -91.5% | 0.02% | -92.0% |
| Q4 2022 | $256,663 | -0.9% | 9,620 | -8.4% | 0.22% | -8.2% |
| Q3 2022 | $259,000 | -43.7% | 10,503 | -34.5% | 0.24% | -42.5% |
| Q2 2022 | $460,000 | -15.1% | 16,040 | -3.4% | 0.42% | -1.2% |
| Q1 2022 | $542,000 | +26.3% | 16,598 | +42.5% | 0.43% | +23.3% |
| Q4 2021 | $429,000 | – | 11,647 | – | 0.35% | – |
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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% |