WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $215,974 | -12.9% | 8,098 | -8.7% | 0.09% | -6.5% |
| Q2 2023 | $248,000 | +20.8% | 8,873 | +20.3% | 0.09% | +16.2% |
| Q1 2023 | $205,292 | -6.3% | 7,374 | -10.2% | 0.08% | -5.9% |
| Q4 2022 | $219,016 | -13.4% | 8,209 | -20.0% | 0.08% | -19.0% |
| Q3 2022 | $253,000 | -32.9% | 10,264 | -21.9% | 0.10% | -29.1% |
| Q2 2022 | $377,000 | -26.2% | 13,141 | -16.0% | 0.15% | -6.3% |
| Q1 2022 | $511,000 | -13.2% | 15,650 | -2.2% | 0.16% | -9.2% |
| Q4 2021 | $589,000 | -48.4% | 15,997 | -47.7% | 0.17% | -50.3% |
| Q3 2021 | $1,141,000 | -9.7% | 30,579 | -5.6% | 0.35% | -6.9% |
| Q2 2021 | $1,264,000 | +21.3% | 32,389 | +26.5% | 0.38% | +13.6% |
| Q1 2021 | $1,042,000 | +165.8% | 25,614 | +158.9% | 0.33% | +138.1% |
| Q4 2020 | $392,000 | +32.4% | 9,892 | +12.5% | 0.14% | +15.8% |
| Q3 2020 | $296,000 | +23.8% | 8,792 | +10.2% | 0.12% | +18.8% |
| Q2 2020 | $239,000 | – | 7,975 | – | 0.10% | – |
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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% |