Valmark Advisers, Inc. - WISDOMTREE TR ownership

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
Valmark Advisers, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q3 2023$62,567,799
-2.3%
2,345,999
+2.3%
1.30%
-0.4%
Q2 2023$64,065,831
+6.6%
2,292,159
+6.2%
1.30%
+0.7%
Q1 2023$60,081,014
+6.5%
2,158,082
+2.1%
1.29%
-0.5%
Q4 2022$56,388,482
-26.7%
2,113,511
-32.3%
1.30%
-15.9%
Q3 2022$76,891,000
-8.4%
3,123,118
+6.7%
1.55%
-5.1%
Q2 2022$83,985,000
-2.9%
2,928,363
+10.5%
1.63%
+7.0%
Q1 2022$86,529,000
-6.8%
2,649,375
+5.2%
1.52%
-4.7%
Q4 2021$92,798,000
+3.9%
2,518,252
+5.2%
1.60%
-2.3%
Q3 2021$89,347,000
+93.0%
2,394,069
+117.6%
1.64%
+92.9%
Q2 2021$46,285,000
+2.6%
1,100,186
-0.8%
0.85%
-2.5%
Q1 2021$45,130,000
+28.0%
1,109,118
+24.8%
0.87%
+21.3%
Q4 2020$35,261,000
+14.9%
888,859
-2.5%
0.72%
+2.9%
Q3 2020$30,684,000
+8238.0%
911,318
+7297.7%
0.70%
+7644.4%
Q2 2020$368,000
+24.3%
12,319
+1.7%
0.01%
+12.5%
Q1 2020$296,00012,1190.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 352,050$8,667,0008.73%
ESL Trust Services, LLC 711,877$17,526,0006.51%
Melone Private Wealth, LLC 235,181$6,018,0005.26%
Legacy Financial Group LLC 436,470$10,746,0003.59%
TOMPKINS FINANCIAL CORP 801,204$19,726,0003.33%
WESCAP Management Group, Inc. 343,038$8,445,0003.23%
Amplius Wealth Advisors, LLC 706,392$17,391,0003.11%
Refined Wealth Management 139,239$3,428,0003.09%
Stewardship Advisors, LLC 284,250$6,998,0003.03%
ETF Store, Inc. 131,806$3,245,0002.83%
View complete list of WISDOMTREE TR shareholders