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 2023 | $403,129 | +15.6% | 15,115 | +21.1% | 0.00% | 0.0% |
| Q2 2023 | $348,818 | +15.8% | 12,480 | +15.3% | 0.00% | 0.0% |
| Q1 2023 | $301,249 | -33.6% | 10,821 | -22.2% | 0.00% | -57.1% |
| Q1 2022 | $454,000 | +30.8% | 13,913 | +47.7% | 0.01% | +40.0% |
| Q4 2021 | $347,000 | -26.3% | 9,419 | -25.3% | 0.01% | -28.6% |
| Q3 2021 | $471,000 | -9.2% | 12,609 | +2.2% | 0.01% | -12.5% |
| Q2 2021 | $519,000 | +49.1% | 12,333 | +44.1% | 0.01% | +14.3% |
| Q1 2021 | $348,000 | +26.1% | 8,558 | +22.9% | 0.01% | +40.0% |
| Q4 2020 | $276,000 | – | 6,964 | – | 0.01% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |