WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $2,258,493 | -1.1% | 84,683 | +3.7% | 1.71% | +2.6% |
| Q2 2023 | $2,283,004 | +99.0% | 81,682 | +98.3% | 1.66% | +79.4% |
| Q1 2023 | $1,146,954 | +62.1% | 41,198 | +55.3% | 0.93% | +38.2% |
| Q4 2022 | $707,662 | +6.9% | 26,524 | -1.4% | 0.67% | -3.3% |
| Q3 2022 | $662,000 | -4.9% | 26,894 | +10.9% | 0.69% | +5.0% |
| Q2 2022 | $696,000 | +13.5% | 24,255 | +29.3% | 0.66% | +31.7% |
| Q1 2022 | $613,000 | +64.8% | 18,758 | +85.9% | 0.50% | +81.9% |
| Q4 2021 | $372,000 | – | 10,088 | – | 0.28% | – |
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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% |