WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,264,665 | +5.3% | 47,419 | +10.4% | 0.02% | +5.6% |
| Q2 2023 | $1,200,745 | +6.0% | 42,960 | +5.5% | 0.02% | 0.0% |
| Q1 2023 | $1,133,215 | -1.7% | 40,705 | -5.8% | 0.02% | -5.3% |
| Q4 2022 | $1,153,178 | +65.0% | 43,223 | +52.2% | 0.02% | +46.2% |
| Q3 2022 | $699,000 | -20.8% | 28,406 | -7.8% | 0.01% | -23.5% |
| Q2 2022 | $883,000 | -15.5% | 30,795 | -3.8% | 0.02% | -5.6% |
| Q1 2022 | $1,045,000 | -39.3% | 31,995 | -31.5% | 0.02% | -35.7% |
| Q4 2021 | $1,721,000 | +57.6% | 46,700 | +59.7% | 0.03% | +33.3% |
| Q3 2021 | $1,092,000 | -11.1% | 29,249 | +0.1% | 0.02% | -12.5% |
| Q2 2021 | $1,229,000 | +1.0% | 29,216 | -2.3% | 0.02% | -11.1% |
| Q1 2021 | $1,217,000 | +8.5% | 29,918 | +5.8% | 0.03% | -3.6% |
| Q4 2020 | $1,122,000 | – | 28,280 | – | 0.03% | – |
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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% |