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 | $595,183 | +72.9% | 22,317 | +81.2% | 0.06% | +65.8% |
| Q2 2023 | $344,200 | +16.3% | 12,315 | +15.8% | 0.04% | +2.7% |
| Q1 2023 | $295,991 | +38.2% | 10,632 | +32.4% | 0.04% | +15.6% |
| Q4 2022 | $214,183 | +21.7% | 8,028 | +12.2% | 0.03% | -20.0% |
| Q3 2022 | $176,000 | +24.8% | 7,153 | +45.7% | 0.04% | +11.1% |
| Q2 2022 | $141,000 | -14.0% | 4,908 | -2.3% | 0.04% | -14.3% |
| Q1 2022 | $164,000 | +4.5% | 5,024 | +17.6% | 0.04% | -4.5% |
| Q4 2021 | $157,000 | – | 4,271 | – | 0.04% | – |
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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% |