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 | $220,481 | -4.6% | 8,267 | 0.0% | 0.07% | +4.4% |
| Q2 2023 | $231,063 | +0.4% | 8,267 | 0.0% | 0.07% | -2.9% |
| Q1 2023 | $230,153 | +4.3% | 8,267 | 0.0% | 0.07% | 0.0% |
| Q4 2022 | $220,564 | +8.1% | 8,267 | 0.0% | 0.07% | -2.8% |
| Q3 2022 | $204,000 | -13.9% | 8,267 | 0.0% | 0.07% | -13.3% |
| Q2 2022 | $237,000 | -96.9% | 8,267 | -96.5% | 0.08% | -96.5% |
| Q1 2022 | $7,742,000 | -26.5% | 237,035 | -17.1% | 2.37% | -26.1% |
| Q4 2021 | $10,537,000 | – | 285,930 | – | 3.20% | – |
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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% |