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 | $494,596 | -20.8% | 18,545 | -17.0% | 0.07% | -17.3% |
| Q2 2023 | $624,264 | +5.6% | 22,335 | +5.2% | 0.08% | +5.2% |
| Q1 2023 | $591,183 | +104349.3% | 21,235 | 0.0% | 0.08% | 0.0% |
| Q4 2022 | $566 | -99.9% | 21,235 | -1.0% | 0.08% | 0.0% |
| Q3 2022 | $529,000 | -17.3% | 21,455 | -3.8% | 0.08% | -11.5% |
| Q2 2022 | $640,000 | -9.6% | 22,305 | +2.9% | 0.09% | +6.1% |
| Q1 2022 | $708,000 | -9.7% | 21,675 | +1.9% | 0.08% | +1.2% |
| Q4 2021 | $784,000 | +35.9% | 21,265 | +37.3% | 0.08% | +26.6% |
| Q3 2021 | $577,000 | -11.4% | 15,485 | 0.0% | 0.06% | -9.9% |
| Q2 2021 | $651,000 | +14.4% | 15,485 | +10.6% | 0.07% | +9.2% |
| Q1 2021 | $569,000 | +5.8% | 14,005 | +3.2% | 0.06% | +3.2% |
| Q4 2020 | $538,000 | +65.0% | 13,565 | +40.3% | 0.06% | +46.5% |
| Q3 2020 | $326,000 | +26.8% | 9,670 | +12.4% | 0.04% | +19.4% |
| Q2 2020 | $257,000 | +86.2% | 8,605 | +51.5% | 0.04% | +56.5% |
| Q1 2020 | $138,000 | – | 5,680 | – | 0.02% | – |
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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% |