WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $294,207 | -11.0% | 11,031 | -6.7% | 0.02% | -6.2% |
| Q2 2023 | $330,608 | -1.3% | 11,829 | -1.7% | 0.02% | -11.1% |
| Q1 2023 | $334,895 | -4.9% | 12,029 | -8.8% | 0.02% | -14.3% |
| Q4 2022 | $352,032 | -44.6% | 13,195 | -40.5% | 0.02% | -51.2% |
| Q3 2022 | $636,000 | 0.0% | 22,172 | 0.0% | 0.04% | 0.0% |
| Q2 2022 | $636,000 | -60.7% | 22,172 | -49.5% | 0.04% | -55.2% |
| Q4 2021 | $1,619,000 | -17.7% | 43,933 | -16.7% | 0.10% | +52.4% |
| Q3 2021 | $1,967,000 | -26.3% | 52,711 | -16.9% | 0.06% | -25.9% |
| Q2 2021 | $2,669,000 | -80.5% | 63,452 | -81.2% | 0.08% | -82.8% |
| Q1 2021 | $13,720,000 | – | 337,172 | – | 0.49% | – |
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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% |