WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 326 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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $693 | -99.2% | 24 | -99.3% | 0.00% | -100.0% |
| Q3 2023 | $89,531 | +7.4% | 3,357 | +12.5% | 0.01% | +20.0% |
| Q2 2023 | $83,374 | +11.1% | 2,983 | +10.6% | 0.01% | 0.0% |
| Q1 2023 | $75,056 | +11627.5% | 2,696 | +11133.3% | 0.01% | – |
| Q4 2022 | $640 | -84.0% | 24 | -87.8% | 0.00% | – |
| Q3 2022 | $4,000 | -42.9% | 197 | -21.2% | 0.00% | -100.0% |
| Q2 2022 | $7,000 | -22.2% | 250 | -16.7% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -73.5% | 300 | -67.6% | 0.00% | -66.7% |
| Q4 2021 | $34,000 | -35.8% | 926 | -35.1% | 0.00% | -25.0% |
| Q3 2021 | $53,000 | -36.9% | 1,427 | -29.3% | 0.00% | -50.0% |
| Q2 2021 | $84,000 | -33.9% | 2,018 | -35.5% | 0.01% | -42.9% |
| Q1 2021 | $127,000 | – | 3,128 | +18300.0% | 0.01% | – |
| Q4 2020 | $0 | – | 17 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |