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 | $19,279,074 | -3.3% | 713,416 | 0.0% | 1.42% | +0.2% |
| Q2 2023 | $19,940,582 | +0.3% | 713,416 | 0.0% | 1.42% | -11.7% |
| Q1 2023 | $19,875,770 | +2.3% | 713,416 | 0.0% | 1.60% | +0.3% |
| Q4 2022 | $19,436,930 | +9.3% | 713,416 | 0.0% | 1.60% | +8.3% |
| Q3 2022 | $17,776,000 | -12.4% | 713,416 | 0.0% | 1.48% | -7.6% |
| Q2 2022 | $20,287,000 | -44.7% | 713,416 | -36.9% | 1.60% | -37.1% |
| Q1 2022 | $36,667,000 | -12.0% | 1,131,186 | 0.0% | 2.54% | -7.2% |
| Q4 2021 | $41,684,000 | -1.3% | 1,131,186 | 0.0% | 2.74% | -9.3% |
| Q3 2021 | $42,216,000 | -11.3% | 1,131,186 | 0.0% | 3.02% | -13.6% |
| Q2 2021 | $47,589,000 | +9.9% | 1,131,186 | +6.2% | 3.49% | -19.8% |
| Q1 2021 | $43,321,000 | +23.1% | 1,064,660 | +20.0% | 4.36% | +34.0% |
| Q4 2020 | $35,203,000 | – | 887,405 | – | 3.25% | – |
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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% |