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 2021 | $208,000 | -14.8% | 5,568 | -4.1% | 0.05% | -19.7% |
| Q2 2021 | $244,000 | -4.3% | 5,808 | -5.9% | 0.06% | -10.3% |
| Q1 2021 | $255,000 | -40.3% | 6,172 | -39.1% | 0.07% | -30.6% |
| Q4 2020 | $427,000 | +23.1% | 10,140 | -1.7% | 0.10% | +5.4% |
| Q3 2020 | $347,000 | +2.4% | 10,314 | -9.0% | 0.09% | -7.9% |
| Q2 2020 | $339,000 | – | 11,337 | – | 0.10% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Michael S. Ryan, Inc. | 163,248 | $4,714,602 | 3.91% |
| Montecito Bank & Trust | 41,858 | $1,208,859 | 0.26% |
| TOMPKINS FINANCIAL CORP | 46,706 | $1,348,869 | 0.16% |
| WealthPlan Investment Management, LLC | 8,825 | $254,859 | 0.04% |
| WealthPLAN Partners, LLC | 9,190 | $265,394 | 0.03% |