WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
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 ↓ |
---|---|---|---|
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% |