WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 246 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 | ||||
---|---|---|---|---|---|---|
Q2 2024 | $70,266 | +4.2% | 2,294 | +0.3% | 0.00% | – |
Q1 2024 | $67,410 | +4.2% | 2,288 | +2.1% | 0.00% | – |
Q4 2023 | $64,697 | +8.6% | 2,240 | +0.3% | 0.00% | – |
Q3 2023 | $59,561 | -82.1% | 2,233 | -81.2% | 0.00% | -100.0% |
Q2 2023 | $331,934 | +0.3% | 11,876 | -0.1% | 0.00% | 0.0% |
Q1 2023 | $330,878 | +4.4% | 11,885 | +0.1% | 0.00% | 0.0% |
Q4 2022 | $316,852 | +8.5% | 11,876 | 0.0% | 0.00% | 0.0% |
Q3 2022 | $292,000 | -14.4% | 11,876 | 0.0% | 0.00% | 0.0% |
Q2 2022 | $341,000 | -12.1% | 11,876 | 0.0% | 0.00% | 0.0% |
Q1 2022 | $388,000 | -15.7% | 11,876 | -4.7% | 0.00% | 0.0% |
Q4 2021 | $460,000 | -1.1% | 12,467 | 0.0% | 0.00% | 0.0% |
Q3 2021 | $465,000 | -11.4% | 12,467 | 0.0% | 0.00% | 0.0% |
Q2 2021 | $525,000 | +2087.5% | 12,467 | +2009.5% | 0.00% | – |
Q1 2021 | $24,000 | +26.3% | 591 | +20.9% | 0.00% | – |
Q4 2020 | $19,000 | +18.8% | 489 | 0.0% | 0.00% | – |
Q3 2020 | $16,000 | +6.7% | 489 | 0.0% | 0.00% | – |
Q2 2020 | $15,000 | +25.0% | 489 | +12.7% | 0.00% | – |
Q3 2019 | $12,000 | – | 434 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |