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 | $491,124 | -4.8% | 18,415 | -0.3% | 0.04% | +2.9% |
| Q2 2023 | $516,088 | +0.6% | 18,465 | +0.2% | 0.03% | +21.4% |
| Q1 2023 | $512,779 | -93.5% | 18,419 | -93.8% | 0.03% | -94.5% |
| Q4 2022 | $7,871,778 | +0.4% | 295,044 | -7.4% | 0.51% | -9.5% |
| Q3 2022 | $7,841,000 | +77.2% | 318,501 | +106.4% | 0.57% | +81.2% |
| Q2 2022 | $4,426,000 | -21.5% | 154,316 | -10.6% | 0.31% | -9.3% |
| Q1 2022 | $5,636,000 | +13.3% | 172,580 | +27.8% | 0.34% | +11.3% |
| Q4 2021 | $4,975,000 | +21.2% | 134,995 | +22.8% | 0.31% | -1.0% |
| Q3 2021 | $4,104,000 | -59.4% | 109,965 | -54.2% | 0.31% | -59.7% |
| Q2 2021 | $10,108,000 | +13.0% | 240,273 | +9.2% | 0.78% | +1.8% |
| Q1 2021 | $8,949,000 | +6.5% | 219,937 | +3.8% | 0.76% | -4.4% |
| Q4 2020 | $8,402,000 | +29.6% | 211,799 | +10.0% | 0.80% | +61.7% |
| Q3 2020 | $6,482,000 | +1553.6% | 192,496 | +1370.1% | 0.49% | +830.2% |
| Q2 2020 | $392,000 | – | 13,094 | – | 0.05% | – |
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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% |