WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 158 filers reported holding WISDOMTREE TR in Q3 2020. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $47,086 | -33.7% | 1,765 | -30.6% | 0.00% | – |
| Q2 2023 | $71,047 | -43.6% | 2,542 | -43.8% | 0.00% | – |
| Q1 2023 | $125,892 | +24730.8% | 4,522 | +23700.0% | 0.00% | – |
| Q4 2022 | $507 | -97.7% | 19 | -97.9% | 0.00% | – |
| Q3 2022 | $22,000 | -31.2% | 886 | -20.4% | 0.00% | – |
| Q2 2022 | $32,000 | -13.5% | 1,113 | -1.6% | 0.00% | – |
| Q1 2022 | $37,000 | -14.0% | 1,131 | -4.4% | 0.00% | – |
| Q4 2021 | $43,000 | -4.4% | 1,183 | -2.7% | 0.00% | – |
| Q3 2021 | $45,000 | -57.1% | 1,216 | -51.6% | 0.00% | – |
| Q2 2021 | $105,000 | +162.5% | 2,512 | +152.2% | 0.00% | – |
| Q1 2021 | $40,000 | -4.8% | 996 | -6.8% | 0.00% | – |
| Q4 2020 | $42,000 | +180.0% | 1,069 | +138.6% | 0.00% | – |
| Q3 2020 | $15,000 | +650.0% | 448 | +729.6% | 0.00% | – |
| Q4 2019 | $2,000 | +100.0% | 54 | -10.0% | 0.00% | – |
| Q3 2019 | $1,000 | – | 60 | +5900.0% | 0.00% | – |
| Q2 2019 | $0 | – | 1 | 0.0% | 0.00% | – |
| Q4 2018 | $0 | – | 1 | – | 0.00% | – |
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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% |