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 | $5,858,677 | -3.2% | 219,673 | +1.4% | 0.10% | -1.0% |
| Q2 2023 | $6,055,195 | +108280.1% | 216,644 | +8.0% | 0.10% | -9.6% |
| Q1 2023 | $5,587 | +8.3% | 200,672 | +3.8% | 0.12% | -17.9% |
| Q4 2022 | $5,158 | -99.9% | 193,332 | +11.2% | 0.14% | +2.2% |
| Q3 2022 | $4,279,000 | -2.1% | 173,809 | +14.0% | 0.14% | +0.7% |
| Q2 2022 | $4,372,000 | +390.7% | 152,443 | +459.0% | 0.14% | +403.7% |
| Q1 2022 | $891,000 | +11.0% | 27,270 | +25.1% | 0.03% | +12.5% |
| Q4 2021 | $803,000 | -71.6% | 21,799 | -71.2% | 0.02% | -73.9% |
| Q3 2021 | $2,829,000 | -23.8% | 75,807 | -14.1% | 0.09% | -30.3% |
| Q2 2021 | $3,712,000 | +18.2% | 88,239 | +14.4% | 0.13% | +2.3% |
| Q1 2021 | $3,140,000 | +176.9% | 77,158 | +169.9% | 0.13% | +138.9% |
| Q4 2020 | $1,134,000 | +36.3% | 28,591 | +15.7% | 0.05% | +5.9% |
| Q3 2020 | $832,000 | +52.4% | 24,718 | +35.5% | 0.05% | +30.8% |
| Q2 2020 | $546,000 | +87.0% | 18,242 | +52.7% | 0.04% | +44.4% |
| Q1 2020 | $292,000 | – | 11,946 | – | 0.03% | – |
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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% |