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 | $1,506,000 | -4.0% | 56,461 | +0.6% | 0.00% | 0.0% |
| Q2 2023 | $1,568,000 | +105631.6% | 56,105 | +5.3% | 0.00% | 0.0% |
| Q1 2023 | $1,483 | -8.9% | 53,271 | -12.7% | 0.00% | -20.0% |
| Q4 2022 | $1,627 | -99.9% | 60,997 | +21.2% | 0.01% | 0.0% |
| Q3 2022 | $1,239,000 | -45.8% | 50,327 | -36.9% | 0.01% | -44.4% |
| Q2 2022 | $2,288,000 | -38.0% | 79,786 | -29.4% | 0.01% | -35.7% |
| Q1 2022 | $3,690,000 | +4.5% | 112,976 | +17.9% | 0.01% | -6.7% |
| Q4 2021 | $3,531,000 | – | 95,824 | – | 0.02% | – |
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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% |