WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $254,859 | -16.0% | 8,825 | -22.4% | 0.04% | -24.1% |
| Q3 2023 | $303,380 | +622.4% | 11,375 | +656.8% | 0.05% | +315.4% |
| Q2 2023 | $41,999 | -87.7% | 1,503 | -87.8% | 0.01% | -78.0% |
| Q1 2023 | $341,894 | -56.0% | 12,281 | -54.8% | 0.06% | +9.3% |
| Q4 2022 | $777,562 | -26.7% | 27,159 | -30.3% | 0.05% | -29.9% |
| Q3 2022 | $1,061,000 | -91.8% | 38,941 | -90.8% | 0.08% | -91.4% |
| Q1 2022 | $12,885,000 | – | 424,550 | – | 0.89% | – |
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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% |