SRS Capital Advisors, Inc. - WISDOMTREE TR ownership

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
SRS Capital Advisors, Inc. ownership history of WISDOMTREE TR
ValueSharesWeighting
Q2 2022$6,000
-92.9%
211
-91.9%
0.00%
-90.9%
Q1 2022$85,000
-8.6%
2,601
+3.0%
0.01%
-8.3%
Q4 2021$93,000
-1.1%
2,5250.0%0.01%
-7.7%
Q3 2021$94,000
-11.3%
2,5250.0%0.01%
-7.1%
Q2 2021$106,0002,5250.01%
Other shareholders
WISDOMTREE TR shareholders Q4 2021
NameSharesValueWeighting ↓
Warren Street Wealth Advisors, LLC 373,558$13,766,00012.73%
ESL Trust Services, LLC 712,677$26,262,0007.56%
Rise Advisors, LLC 182,623$6,729,659,0006.41%
JD Financial Services Inc. 189,997$7,001,0005.77%
Melone Private Wealth, LLC 205,294$7,565,0005.69%
Beaumont Capital Management, LLC 256,805$9,462,0005.47%
Shore Point Advisors, LLC 178,247$6,568,0005.46%
TOMPKINS FINANCIAL CORP 753,352$27,753,0004.92%
MFA WEALTH ADVISORS, LLC 267,069$9,841,0004.16%
Legacy Financial Group LLC 253,618$9,166,0003.94%
View complete list of WISDOMTREE TR shareholders