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 | $2,133 | -48.1% | 80 | -45.6% | 0.00% | 0.0% |
| Q2 2023 | $4,109 | +0.4% | 147 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $4,092 | +4.3% | 147 | 0.0% | 0.00% | 0.0% |
| Q4 2022 | $3,922 | -69.8% | 147 | -72.9% | 0.00% | -80.0% |
| Q3 2022 | $13,000 | -35.0% | 543 | -23.3% | 0.01% | -28.6% |
| Q2 2022 | $20,000 | -47.4% | 708 | -39.8% | 0.01% | -41.7% |
| Q1 2022 | $38,000 | -26.9% | 1,177 | -16.5% | 0.01% | -25.0% |
| Q4 2021 | $52,000 | -47.5% | 1,410 | -47.0% | 0.02% | -51.5% |
| Q3 2021 | $99,000 | -40.7% | 2,660 | -32.8% | 0.03% | -38.9% |
| Q2 2021 | $167,000 | -67.8% | 3,959 | -68.9% | 0.05% | -70.3% |
| Q1 2021 | $519,000 | -57.7% | 12,749 | -58.8% | 0.18% | -61.1% |
| Q4 2020 | $1,226,000 | – | 30,917 | – | 0.47% | – |
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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% |