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 | $59,394,878 | -5.0% | 2,227,030 | -0.5% | 0.04% | -6.7% |
| Q2 2023 | $62,535,151 | +3.1% | 2,237,394 | +2.7% | 0.04% | -4.3% |
| Q1 2023 | $60,665,461 | +18.9% | 2,179,076 | +14.0% | 0.05% | +6.8% |
| Q4 2022 | $51,015,366 | +0.8% | 1,912,120 | -6.9% | 0.04% | -10.2% |
| Q3 2022 | $50,586,000 | -20.6% | 2,054,660 | -7.5% | 0.05% | -19.7% |
| Q2 2022 | $63,711,000 | -20.5% | 2,221,442 | -9.5% | 0.06% | -11.6% |
| Q1 2022 | $80,163,000 | -42.8% | 2,454,476 | -35.5% | 0.07% | -41.5% |
| Q4 2021 | $140,161,000 | +3.1% | 3,803,552 | +4.4% | 0.12% | -7.8% |
| Q3 2021 | $135,902,000 | -49.5% | 3,641,546 | -43.1% | 0.13% | -52.9% |
| Q2 2021 | $269,236,000 | +41.8% | 6,399,724 | +37.1% | 0.27% | +24.8% |
| Q1 2021 | $189,920,000 | +35.3% | 4,667,494 | +31.9% | 0.22% | +19.8% |
| Q4 2020 | $140,345,000 | +39.6% | 3,537,805 | +18.5% | 0.18% | +15.9% |
| Q3 2020 | $100,526,000 | +145.0% | 2,985,618 | +117.6% | 0.16% | +118.1% |
| Q2 2020 | $41,039,000 | +153.9% | 1,372,091 | +107.3% | 0.07% | +105.7% |
| Q1 2020 | $16,165,000 | +47.5% | 661,946 | +88.6% | 0.04% | +75.0% |
| Q4 2019 | $10,957,000 | +17.5% | 350,975 | +4.1% | 0.02% | +5.3% |
| Q3 2019 | $9,322,000 | -4.1% | 337,144 | +0.1% | 0.02% | -9.5% |
| Q2 2019 | $9,725,000 | -1.0% | 336,843 | -1.2% | 0.02% | -4.5% |
| Q1 2019 | $9,826,000 | +10.6% | 340,821 | -2.0% | 0.02% | -8.3% |
| Q4 2018 | $8,887,000 | +747.2% | 347,698 | +836.0% | 0.02% | +700.0% |
| Q3 2018 | $1,049,000 | -15.1% | 37,149 | -11.6% | 0.00% | 0.0% |
| Q2 2018 | $1,235,000 | -4.6% | 42,043 | +5.0% | 0.00% | -25.0% |
| Q1 2018 | $1,295,000 | +77.4% | 40,041 | +74.8% | 0.00% | +100.0% |
| Q4 2017 | $730,000 | +58.0% | 22,909 | +46.8% | 0.00% | 0.0% |
| Q3 2017 | $462,000 | – | 15,610 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |