WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $700,007 | -2.8% | 26,247 | +1.9% | 0.14% | +6.6% |
| Q2 2023 | $719,992 | -7.6% | 25,760 | -8.0% | 0.14% | -13.9% |
| Q1 2023 | $779,381 | +8.9% | 27,995 | +4.4% | 0.16% | +64.6% |
| Q4 2022 | $715,451 | +10.6% | 26,816 | +2.1% | 0.10% | -39.2% |
| Q3 2022 | $647,000 | -35.1% | 26,277 | -24.4% | 0.16% | -21.8% |
| Q2 2022 | $997,000 | -33.2% | 34,773 | -23.9% | 0.20% | -24.1% |
| Q1 2022 | $1,493,000 | +0.7% | 45,713 | +13.6% | 0.27% | +8.1% |
| Q4 2021 | $1,482,000 | -2.9% | 40,225 | -1.7% | 0.25% | -9.2% |
| Q3 2021 | $1,527,000 | -27.1% | 40,919 | -17.8% | 0.27% | -29.1% |
| Q2 2021 | $2,094,000 | +10.7% | 49,780 | +7.1% | 0.38% | -11.8% |
| Q1 2021 | $1,891,000 | -18.0% | 46,474 | -20.1% | 0.43% | -25.1% |
| Q4 2020 | $2,306,000 | +29.2% | 58,132 | +9.6% | 0.58% | -0.5% |
| Q3 2020 | $1,785,000 | +11.9% | 53,018 | -0.6% | 0.58% | -4.8% |
| Q2 2020 | $1,595,000 | +220.9% | 53,343 | +162.3% | 0.61% | +168.7% |
| Q1 2020 | $497,000 | -33.2% | 20,337 | -14.7% | 0.23% | -18.6% |
| Q4 2019 | $744,000 | +32.6% | 23,830 | +17.5% | 0.28% | +10.7% |
| Q3 2019 | $561,000 | -2.8% | 20,278 | +2.4% | 0.25% | +1.2% |
| Q2 2019 | $577,000 | +49.1% | 19,794 | +47.4% | 0.25% | +25.1% |
| Q1 2019 | $387,000 | +119.9% | 13,429 | +94.7% | 0.20% | +71.6% |
| Q4 2018 | $176,000 | +1660.0% | 6,897 | +1794.8% | 0.12% | +1833.3% |
| Q3 2018 | $10,000 | – | 364 | – | 0.01% | – |
Download | ||||||
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% |