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 | $3,113,945 | -77.5% | 116,758 | -76.4% | 1.22% | -76.6% |
| Q2 2023 | $13,833,812 | +1.9% | 494,949 | +1.5% | 5.20% | -0.3% |
| Q1 2023 | $13,581,435 | +81.2% | 487,839 | +73.6% | 5.22% | +72.9% |
| Q4 2022 | $7,496,251 | +7.1% | 280,969 | -1.2% | 3.02% | -0.4% |
| Q3 2022 | $6,998,000 | -5.3% | 284,250 | +10.4% | 3.03% | -2.4% |
| Q2 2022 | $7,386,000 | -50.3% | 257,540 | -43.4% | 3.10% | -43.4% |
| Q1 2022 | $14,862,000 | +218.7% | 455,040 | +259.5% | 5.48% | +227.0% |
| Q4 2021 | $4,664,000 | +5.7% | 126,561 | +7.1% | 1.68% | +0.4% |
| Q3 2021 | $4,411,000 | -24.9% | 118,184 | -15.4% | 1.67% | -24.2% |
| Q2 2021 | $5,876,000 | +6.3% | 139,667 | +2.8% | 2.20% | +1.3% |
| Q1 2021 | $5,527,000 | +16.1% | 135,821 | +13.2% | 2.17% | +12.1% |
| Q4 2020 | $4,759,000 | – | 119,956 | – | 1.94% | – |
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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% |