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 2022 | $1,288,000 | +2.4% | 52,354 | +19.3% | 0.04% | +2.9% |
| Q2 2022 | $1,258,000 | -95.8% | 43,875 | -95.2% | 0.04% | -95.1% |
| Q1 2022 | $30,132,000 | +28.8% | 922,595 | +45.4% | 0.71% | +19.6% |
| Q4 2021 | $23,387,000 | -19.1% | 634,665 | -18.0% | 0.60% | -30.7% |
| Q3 2021 | $28,898,000 | -34.7% | 774,319 | -26.4% | 0.86% | -45.1% |
| Q2 2021 | $44,274,000 | +39.3% | 1,052,391 | +34.8% | 1.57% | -1.9% |
| Q1 2021 | $31,775,000 | +12.9% | 780,903 | +10.1% | 1.60% | -23.8% |
| Q4 2020 | $28,144,000 | +500.0% | 709,452 | +409.2% | 2.10% | +395.0% |
| Q3 2020 | $4,691,000 | +132.9% | 139,315 | +106.9% | 0.42% | +39.9% |
| Q2 2020 | $2,014,000 | – | 67,323 | – | 0.30% | – |
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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% |