WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,614,337 | -7.9% | 62,352 | +0.6% | 1.44% | +5.6% |
| Q2 2023 | $1,752,968 | +2.7% | 61,967 | +0.6% | 1.36% | -1.7% |
| Q1 2023 | $1,707,328 | +4.9% | 61,614 | +2.3% | 1.38% | -4.3% |
| Q4 2022 | $1,627,816 | +6.4% | 60,226 | +1.2% | 1.45% | +4.9% |
| Q3 2022 | $1,530,000 | +0.9% | 59,490 | +12.6% | 1.38% | -4.6% |
| Q2 2022 | $1,516,000 | -30.7% | 52,851 | -20.4% | 1.44% | -14.1% |
| Q1 2022 | $2,189,000 | -10.9% | 66,362 | -0.5% | 1.68% | -3.3% |
| Q4 2021 | $2,457,000 | – | 66,667 | – | 1.74% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |