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 | $4,036,147 | -51.7% | 151,337 | -49.4% | 0.11% | -41.7% |
| Q2 2023 | $8,356,715 | -18.9% | 298,988 | -19.3% | 0.19% | -32.0% |
| Q1 2023 | $10,308,453 | -6.1% | 370,275 | -10.0% | 0.28% | -10.7% |
| Q4 2022 | $10,982,192 | +61.0% | 411,627 | +48.6% | 0.31% | +49.5% |
| Q3 2022 | $6,822,000 | -15.7% | 277,050 | -1.8% | 0.21% | -39.6% |
| Q2 2022 | $8,093,000 | -15.3% | 282,151 | -3.6% | 0.34% | +8.9% |
| Q1 2022 | $9,559,000 | -37.2% | 292,679 | -29.1% | 0.31% | -28.5% |
| Q4 2021 | $15,218,000 | -9.8% | 412,961 | -3.4% | 0.44% | -18.4% |
| Q3 2021 | $16,877,000 | -3.2% | 427,443 | +1.6% | 0.54% | -5.3% |
| Q2 2021 | $17,441,000 | +2.8% | 420,707 | -0.2% | 0.57% | -5.5% |
| Q1 2021 | $16,959,000 | +6.9% | 421,544 | +5.4% | 0.60% | -29.3% |
| Q4 2020 | $15,865,000 | +35.9% | 399,909 | +8.8% | 0.85% | +36.5% |
| Q3 2020 | $11,678,000 | +10.7% | 367,662 | +4.2% | 0.62% | -11.8% |
| Q2 2020 | $10,551,000 | +50.3% | 352,751 | +22.7% | 0.70% | +17.7% |
| Q1 2020 | $7,019,000 | – | 287,435 | – | 0.60% | – |
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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% |