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 | $6,995,254 | +2.6% | 262,289 | +7.6% | 1.43% | +8.9% |
| Q2 2023 | $6,815,707 | +7.3% | 243,854 | +6.8% | 1.31% | +2.3% |
| Q1 2023 | $6,353,835 | +20.7% | 228,227 | +15.7% | 1.28% | +19.6% |
| Q4 2022 | $5,263,038 | +2.4% | 197,265 | -5.6% | 1.07% | +4.8% |
| Q3 2022 | $5,142,000 | -20.7% | 208,859 | -7.6% | 1.02% | -18.7% |
| Q2 2022 | $6,482,000 | -43.0% | 226,005 | -35.1% | 1.26% | -34.1% |
| Q1 2022 | $11,376,000 | -19.9% | 348,318 | -9.6% | 1.91% | -24.8% |
| Q4 2021 | $14,197,000 | -3.0% | 385,256 | -1.8% | 2.54% | -10.5% |
| Q3 2021 | $14,642,000 | -12.7% | 392,336 | -1.6% | 2.84% | -8.7% |
| Q2 2021 | $16,771,000 | +28.1% | 398,636 | +23.9% | 3.11% | +18.7% |
| Q1 2021 | $13,091,000 | +33.6% | 321,715 | +30.3% | 2.62% | +21.2% |
| Q4 2020 | $9,798,000 | +52.9% | 246,977 | +29.8% | 2.16% | +37.2% |
| Q3 2020 | $6,409,000 | +19.5% | 190,344 | +6.1% | 1.57% | +11.6% |
| Q2 2020 | $5,363,000 | +333.9% | 179,319 | +254.3% | 1.41% | +276.3% |
| Q1 2020 | $1,236,000 | – | 50,618 | – | 0.38% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 325,666 | $10,636,000 | 9.29% |
| ESL Trust Services, LLC | 712,042 | $23,256,000 | 7.15% |
| Melone Private Wealth, LLC | 222,443 | $6,727,000 | 5.49% |
| Stewardship Advisors, LLC | 455,040 | $14,862,000 | 5.48% |
| WESCAP Management Group, Inc. | 392,582 | $12,821,000 | 3.62% |
| TOMPKINS FINANCIAL CORP | 770,755 | $25,173,000 | 3.55% |
| Transamerica Financial Advisors, Inc. | 2,833 | $93,000 | 3.32% |
| Legacy Financial Group LLC | 343,305 | $11,212,000 | 3.29% |
| HOWARD FINANCIAL SERVICES, LTD. | 335,090 | $10,944,000 | 3.24% |
| ShoreHaven Wealth Partners, LLC | 186,705 | $6,097,000 | 3.22% |