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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $212,124 | +4.4% | 7,589 | +4.0% | 0.01% | -6.7% |
| Q1 2023 | $203,218 | -18.5% | 7,300 | -21.9% | 0.02% | -21.1% |
| Q4 2022 | $249,313 | +7.9% | 9,345 | -0.3% | 0.02% | 0.0% |
| Q3 2022 | $231,000 | -13.5% | 9,371 | +0.8% | 0.02% | -13.6% |
| Q2 2022 | $267,000 | -51.5% | 9,300 | -44.8% | 0.02% | -50.0% |
| Q1 2022 | $550,000 | -87.3% | 16,838 | -83.7% | 0.04% | -88.5% |
| Q4 2021 | $4,322,000 | +8.4% | 103,367 | -3.3% | 0.38% | +14.3% |
| Q3 2021 | $3,987,000 | -7.8% | 106,929 | +3.4% | 0.34% | -12.5% |
| Q2 2021 | $4,322,000 | +17.4% | 103,367 | +14.7% | 0.38% | +1.9% |
| Q1 2021 | $3,681,000 | +526.0% | 90,100 | +508.1% | 0.38% | +438.6% |
| Q4 2020 | $588,000 | +78.2% | 14,817 | +53.3% | 0.07% | +55.6% |
| Q3 2020 | $330,000 | +28.4% | 9,664 | +12.6% | 0.04% | +21.6% |
| Q2 2020 | $257,000 | +19.0% | 8,585 | -2.9% | 0.04% | -35.1% |
| Q1 2020 | $216,000 | – | 8,841 | – | 0.06% | – |
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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% |