WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,342,000 | +104.8% | 162,789 | +114.7% | 0.00% | 0.0% |
| Q2 2023 | $2,120,000 | +28.2% | 75,817 | +27.6% | 0.00% | – |
| Q1 2023 | $1,654,000 | -73.6% | 59,403 | -74.7% | 0.00% | -100.0% |
| Q4 2022 | $6,264,000 | -63.0% | 234,774 | -65.9% | 0.00% | -60.0% |
| Q3 2022 | $16,941,000 | -27.8% | 688,090 | -15.9% | 0.01% | -28.6% |
| Q2 2022 | $23,468,000 | +9.4% | 818,272 | +24.5% | 0.01% | +40.0% |
| Q1 2022 | $21,461,000 | +0.5% | 657,103 | +13.4% | 0.01% | 0.0% |
| Q4 2021 | $21,347,000 | -13.9% | 579,288 | -12.8% | 0.01% | -28.6% |
| Q3 2021 | $24,785,000 | -5.3% | 664,135 | +6.7% | 0.01% | 0.0% |
| Q2 2021 | $26,176,000 | +16.4% | 622,198 | +12.6% | 0.01% | 0.0% |
| Q1 2021 | $22,482,000 | -6.1% | 552,514 | -8.5% | 0.01% | 0.0% |
| Q4 2020 | $23,954,000 | +72.6% | 603,824 | +46.5% | 0.01% | +40.0% |
| Q3 2020 | $13,876,000 | +93.1% | 412,098 | +71.5% | 0.01% | +66.7% |
| Q2 2020 | $7,186,000 | +24.8% | 240,237 | +1.9% | 0.00% | 0.0% |
| Q1 2020 | $5,758,000 | -9.1% | 235,773 | +16.2% | 0.00% | +50.0% |
| Q4 2019 | $6,336,000 | +25.3% | 202,936 | +10.9% | 0.00% | 0.0% |
| Q3 2019 | $5,058,000 | -2.6% | 182,922 | +1.7% | 0.00% | 0.0% |
| Q2 2019 | $5,192,000 | -20.1% | 179,826 | -20.3% | 0.00% | -33.3% |
| Q1 2019 | $6,501,000 | +51.6% | 225,507 | +34.4% | 0.00% | +50.0% |
| Q4 2018 | $4,289,000 | -17.0% | 167,820 | -8.3% | 0.00% | 0.0% |
| Q3 2018 | $5,169,000 | -0.0% | 182,982 | +4.0% | 0.00% | 0.0% |
| Q2 2018 | $5,171,000 | +10039.2% | 176,001 | +11146.1% | 0.00% | – |
| Q1 2018 | $51,000 | – | 1,565 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 352,050 | $8,667,000 | 8.73% |
| ESL Trust Services, LLC | 711,877 | $17,526,000 | 6.51% |
| Melone Private Wealth, LLC | 235,181 | $6,018,000 | 5.26% |
| Legacy Financial Group LLC | 436,470 | $10,746,000 | 3.59% |
| TOMPKINS FINANCIAL CORP | 801,204 | $19,726,000 | 3.33% |
| WESCAP Management Group, Inc. | 343,038 | $8,445,000 | 3.23% |
| Amplius Wealth Advisors, LLC | 706,392 | $17,391,000 | 3.11% |
| Refined Wealth Management | 139,239 | $3,428,000 | 3.09% |
| Stewardship Advisors, LLC | 284,250 | $6,998,000 | 3.03% |
| ETF Store, Inc. | 131,806 | $3,245,000 | 2.83% |