WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,557,000 | -16.0% | 170,723 | -12.2% | 0.01% | -18.2% |
| Q2 2023 | $5,428,000 | +0.9% | 194,493 | +0.6% | 0.01% | -8.3% |
| Q1 2023 | $5,381,000 | +1.5% | 193,369 | -2.6% | 0.01% | 0.0% |
| Q4 2022 | $5,301,000 | +38.2% | 198,596 | +27.4% | 0.01% | +20.0% |
| Q3 2022 | $3,835,000 | -17.8% | 155,824 | -4.1% | 0.01% | -16.7% |
| Q2 2022 | $4,665,000 | +201.6% | 162,510 | +242.7% | 0.01% | +300.0% |
| Q1 2022 | $1,547,000 | -81.4% | 47,425 | -79.0% | 0.00% | -83.3% |
| Q4 2021 | $8,331,000 | -10.2% | 226,124 | -9.0% | 0.02% | -28.0% |
| Q3 2021 | $9,279,000 | -14.8% | 248,569 | -4.0% | 0.02% | -21.9% |
| Q2 2021 | $10,892,000 | +20.2% | 258,797 | +16.2% | 0.03% | +10.3% |
| Q1 2021 | $9,058,000 | +236.6% | 222,630 | +178.8% | 0.03% | +123.1% |
| Q3 2020 | $2,691,000 | – | 79,841 | – | 0.01% | – |
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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% |