WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 2 filers reported holding WISDOMTREE TR in Q1 2015. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q1 2023 | $307,548 | -73.0% | 11,047 | -74.1% | 0.00% | – |
Q4 2022 | $1,138,782 | -69.6% | 42,683 | -71.9% | 0.00% | -100.0% |
Q3 2022 | $3,743,000 | +1195.2% | 152,032 | +1618.5% | 0.00% | – |
Q1 2022 | $289,000 | +39.6% | 8,847 | +57.4% | 0.00% | – |
Q4 2021 | $207,000 | -53.9% | 5,621 | -53.3% | 0.00% | – |
Q3 2021 | $449,000 | -11.3% | 12,035 | 0.0% | 0.00% | – |
Q2 2021 | $506,000 | +3.3% | 12,035 | 0.0% | 0.00% | – |
Q1 2021 | $490,000 | +97.6% | 12,035 | +43.4% | 0.00% | – |
Q3 2017 | $248,000 | -15.6% | 8,395 | -23.2% | 0.00% | – |
Q2 2017 | $294,000 | -68.7% | 10,926 | -71.4% | 0.00% | – |
Q1 2017 | $938,000 | +20.3% | 38,153 | +5.1% | 0.00% | – |
Q4 2016 | $780,000 | -6.9% | 36,296 | -0.0% | 0.00% | – |
Q3 2016 | $838,000 | -1.8% | 36,312 | -10.1% | 0.00% | – |
Q2 2016 | $853,000 | +29.2% | 40,371 | +30.4% | 0.00% | – |
Q1 2016 | $660,000 | -14.1% | 30,960 | -17.7% | 0.00% | – |
Q4 2015 | $768,000 | +6.4% | 37,606 | +4.0% | 0.00% | – |
Q3 2015 | $722,000 | +41.6% | 36,150 | +72.4% | 0.00% | – |
Q2 2015 | $510,000 | -94.2% | 20,974 | -94.0% | 0.00% | -100.0% |
Q1 2015 | $8,794,000 | -10.0% | 350,000 | -12.5% | 0.00% | 0.0% |
Q4 2014 | $9,776,000 | – | 400,000 | – | 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% |