WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 225 filers reported holding WISDOMTREE TR in Q3 2023. The put-call ratio across all filers is 0.67 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $122,433,530 | -18.6% | 4,590,683 | -14.7% | 0.01% | -20.0% |
| Q2 2023 | $150,484,587 | -1.0% | 5,384,063 | -1.4% | 0.02% | -6.2% |
| Q1 2023 | $151,964,516 | +28.8% | 5,458,495 | +23.4% | 0.02% | +23.1% |
| Q4 2022 | $118,000,131 | +15.4% | 4,422,793 | +6.5% | 0.01% | -7.1% |
| Q3 2022 | $102,271,000 | -16.1% | 4,154,001 | -2.3% | 0.01% | -12.5% |
| Q2 2022 | $121,886,000 | -23.9% | 4,249,882 | -13.4% | 0.02% | -27.3% |
| Q1 2022 | $160,215,000 | -34.9% | 4,905,563 | -26.6% | 0.02% | -26.7% |
| Q4 2021 | $246,287,000 | -10.3% | 6,683,509 | -9.1% | 0.03% | -18.9% |
| Q3 2021 | $274,472,000 | -20.5% | 7,354,546 | -10.4% | 0.04% | -19.6% |
| Q2 2021 | $345,422,000 | +7.7% | 8,210,655 | +4.2% | 0.05% | -2.1% |
| Q1 2021 | $320,716,000 | +28.0% | 7,881,932 | +24.8% | 0.05% | +20.5% |
| Q4 2020 | $250,540,000 | +59.3% | 6,315,617 | +35.2% | 0.04% | +30.0% |
| Q3 2020 | $157,287,000 | +46.5% | 4,671,420 | +30.2% | 0.03% | +25.0% |
| Q2 2020 | $107,339,000 | +33.5% | 3,588,717 | +9.0% | 0.02% | +9.1% |
| Q1 2020 | $80,409,000 | +9.8% | 3,292,772 | +40.4% | 0.02% | +29.4% |
| Q4 2019 | $73,206,000 | +40.4% | 2,344,842 | +24.3% | 0.02% | +21.4% |
| Q3 2019 | $52,144,000 | +0.7% | 1,885,841 | +5.1% | 0.01% | 0.0% |
| Q2 2019 | $51,795,000 | +10.0% | 1,794,063 | +9.9% | 0.01% | +7.7% |
| Q1 2019 | $47,084,000 | +26.2% | 1,633,150 | +11.9% | 0.01% | +18.2% |
| Q4 2018 | $37,302,000 | +58.6% | 1,459,378 | +75.3% | 0.01% | +83.3% |
| Q3 2018 | $23,516,000 | +14.6% | 832,433 | +19.2% | 0.01% | 0.0% |
| Q2 2018 | $20,514,000 | +588.9% | 698,228 | +658.4% | 0.01% | +500.0% |
| Q1 2018 | $2,978,000 | – | 92,070 | – | 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% |