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 | $286,569 | -4.6% | 10,745 | 0.0% | 0.10% | -1.9% |
| Q2 2023 | $300,323 | -58.1% | 10,745 | -58.3% | 0.11% | -61.3% |
| Q1 2023 | $717,047 | +4.3% | 25,756 | 0.0% | 0.27% | -2.5% |
| Q4 2022 | $687,170 | +8.4% | 25,756 | 0.0% | 0.28% | -3.8% |
| Q3 2022 | $634,000 | -14.2% | 25,756 | 0.0% | 0.29% | -9.9% |
| Q2 2022 | $739,000 | -12.1% | 25,756 | 0.0% | 0.32% | -4.1% |
| Q1 2022 | $841,000 | -11.4% | 25,756 | 0.0% | 0.34% | -12.2% |
| Q4 2021 | $949,000 | -1.2% | 25,756 | 0.0% | 0.38% | -7.7% |
| Q3 2021 | $961,000 | -11.3% | 25,756 | 0.0% | 0.42% | -14.7% |
| Q2 2021 | $1,084,000 | +3.4% | 25,756 | 0.0% | 0.49% | +17.3% |
| Q1 2021 | $1,048,000 | +8.7% | 25,756 | +5.9% | 0.42% | -18.2% |
| Q4 2020 | $964,000 | – | 24,311 | – | 0.51% | – |
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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% |