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 | $5,578,704 | -26.7% | 209,175 | -23.2% | 0.00% | 0.0% |
| Q2 2023 | $7,611,305 | +0.9% | 272,319 | +0.5% | 0.00% | -25.0% |
| Q1 2023 | $7,540,620 | +52.8% | 270,856 | +46.5% | 0.00% | +33.3% |
| Q4 2022 | $4,933,789 | -41.5% | 184,925 | -46.0% | 0.00% | -40.0% |
| Q3 2022 | $8,432,000 | +5.7% | 342,499 | +23.1% | 0.01% | +25.0% |
| Q2 2022 | $7,981,000 | -42.3% | 278,279 | -34.3% | 0.00% | -42.9% |
| Q1 2022 | $13,838,000 | -16.7% | 423,698 | -6.1% | 0.01% | -12.5% |
| Q4 2021 | $16,620,000 | -42.0% | 451,023 | -41.2% | 0.01% | -50.0% |
| Q3 2021 | $28,642,000 | -22.2% | 767,487 | -12.3% | 0.02% | -23.8% |
| Q2 2021 | $36,815,000 | +11.1% | 875,083 | +7.5% | 0.02% | -4.5% |
| Q1 2021 | $33,125,000 | +14.6% | 814,079 | +11.8% | 0.02% | 0.0% |
| Q4 2020 | $28,894,000 | +242.3% | 728,365 | +190.6% | 0.02% | +214.3% |
| Q3 2020 | $8,440,000 | +7.5% | 250,671 | -4.5% | 0.01% | -12.5% |
| Q2 2020 | $7,851,000 | +218.8% | 262,488 | +160.2% | 0.01% | +166.7% |
| Q1 2020 | $2,463,000 | -80.9% | 100,861 | -75.5% | 0.00% | -78.6% |
| Q4 2019 | $12,871,000 | +3.5% | 412,274 | -8.3% | 0.01% | 0.0% |
| Q3 2019 | $12,433,000 | -10.1% | 449,664 | -6.1% | 0.01% | -17.6% |
| Q2 2019 | $13,829,000 | -1.7% | 479,015 | -1.8% | 0.02% | -10.5% |
| Q1 2019 | $14,069,000 | +769.0% | 487,991 | +670.3% | 0.02% | +533.3% |
| Q4 2018 | $1,619,000 | – | 63,352 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 325,666 | $10,636,000 | 9.29% |
| ESL Trust Services, LLC | 712,042 | $23,256,000 | 7.15% |
| Melone Private Wealth, LLC | 222,443 | $6,727,000 | 5.49% |
| Stewardship Advisors, LLC | 455,040 | $14,862,000 | 5.48% |
| WESCAP Management Group, Inc. | 392,582 | $12,821,000 | 3.62% |
| TOMPKINS FINANCIAL CORP | 770,755 | $25,173,000 | 3.55% |
| Transamerica Financial Advisors, Inc. | 2,833 | $93,000 | 3.32% |
| Legacy Financial Group LLC | 343,305 | $11,212,000 | 3.29% |
| HOWARD FINANCIAL SERVICES, LTD. | 335,090 | $10,944,000 | 3.24% |
| ShoreHaven Wealth Partners, LLC | 186,705 | $6,097,000 | 3.22% |