WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 5 filers reported holding WISDOMTREE TR in Q4 2023. The put-call ratio across all filers is - and the average weighting 0.9%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,200,617 | -20.3% | 45,025 | -16.5% | 0.00% | -25.0% |
| Q2 2023 | $1,505,870 | -3.8% | 53,905 | -4.2% | 0.00% | -20.0% |
| Q1 2023 | $1,565,745 | -0.0% | 56,240 | -4.1% | 0.01% | +25.0% |
| Q4 2022 | $1,566,186 | -3.0% | 58,645 | -10.7% | 0.00% | -20.0% |
| Q3 2022 | $1,615,000 | +10.7% | 65,667 | +29.2% | 0.01% | +66.7% |
| Q2 2022 | $1,459,000 | -19.4% | 50,815 | -8.3% | 0.00% | 0.0% |
| Q1 2022 | $1,810,000 | -8.0% | 55,405 | +3.6% | 0.00% | 0.0% |
| Q4 2021 | $1,968,000 | -97.7% | 53,455 | -97.7% | 0.00% | -98.0% |
| Q3 2021 | $87,203,000 | -73.3% | 2,336,665 | -69.9% | 0.15% | -74.6% |
| Q2 2021 | $326,365,000 | +72.1% | 7,757,654 | +66.5% | 0.60% | +61.8% |
| Q1 2021 | $189,603,000 | +647.4% | 4,659,680 | +628.6% | 0.37% | +588.9% |
| Q4 2020 | $25,369,000 | – | 639,500 | – | 0.05% | – |
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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% |