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 | $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 | 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% |