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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $2,270,000 | +15.9% | 69,517 | +30.7% | 2.08% | +16.5% |
| Q4 2021 | $1,959,000 | -22.9% | 53,172 | -21.9% | 1.78% | -28.5% |
| Q3 2021 | $2,542,000 | -31.6% | 68,124 | -22.9% | 2.49% | -30.3% |
| Q2 2021 | $3,716,000 | +9.1% | 88,322 | +5.5% | 3.57% | +2.1% |
| Q1 2021 | $3,405,000 | -3.5% | 83,690 | -5.9% | 3.50% | -7.7% |
| Q4 2020 | $3,528,000 | – | 88,922 | – | 3.79% | – |
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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% |