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 | $3,334 | -99.0% | 125 | -98.7% | 0.00% | -97.7% |
| Q1 2022 | $321,000 | -73.9% | 9,834 | -70.5% | 0.04% | -71.2% |
| Q4 2021 | $1,230,000 | -52.2% | 33,370 | -51.6% | 0.15% | -56.2% |
| Q3 2021 | $2,574,000 | -18.2% | 68,975 | -7.8% | 0.35% | -17.7% |
| Q2 2021 | $3,146,000 | +8.3% | 74,772 | +4.7% | 0.42% | -0.9% |
| Q1 2021 | $2,906,000 | +5.6% | 71,430 | +2.9% | 0.43% | +2.9% |
| Q4 2020 | $2,753,000 | +693.4% | 69,395 | +574.3% | 0.42% | +593.3% |
| Q3 2020 | $347,000 | -74.8% | 10,291 | -81.7% | 0.06% | -79.2% |
| Q1 2020 | $1,377,000 | – | 56,388 | – | 0.29% | – |
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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% |