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 | $2,402,687 | -53.4% | 90,089 | -51.2% | 0.01% | -55.0% |
| Q2 2023 | $5,158,392 | -71.6% | 184,558 | -71.7% | 0.02% | -75.0% |
| Q1 2023 | $18,184,743 | -17.3% | 653,188 | -20.7% | 0.08% | -27.9% |
| Q4 2022 | $21,989,185 | -14.6% | 824,182 | -21.2% | 0.11% | -26.0% |
| Q3 2022 | $25,752,000 | -24.7% | 1,045,992 | -12.3% | 0.15% | -32.1% |
| Q2 2022 | $34,202,000 | -17.0% | 1,192,536 | -5.4% | 0.22% | -17.2% |
| Q1 2022 | $41,193,000 | -28.8% | 1,261,270 | -19.7% | 0.27% | -32.7% |
| Q4 2021 | $57,873,000 | -18.1% | 1,570,503 | -17.0% | 0.40% | -32.4% |
| Q3 2021 | $70,627,000 | -7.5% | 1,892,484 | +4.3% | 0.59% | -17.4% |
| Q2 2021 | $76,336,000 | +286.4% | 1,814,508 | +273.7% | 0.71% | +232.2% |
| Q1 2021 | $19,758,000 | – | 485,577 | – | 0.21% | – |
Download | ||||||
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% |