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 | $1,902,748 | -2.1% | 71,344 | +2.6% | 0.18% | -5.4% |
| Q2 2023 | $1,943,281 | -15.6% | 69,527 | -15.9% | 0.18% | -21.9% |
| Q1 2023 | $2,302,159 | +8.5% | 82,692 | +4.0% | 0.24% | -3.7% |
| Q4 2022 | $2,121,687 | -5.5% | 79,523 | -12.8% | 0.25% | -8.6% |
| Q3 2022 | $2,244,000 | -46.0% | 91,159 | -37.0% | 0.27% | -47.5% |
| Q2 2022 | $4,153,000 | -37.5% | 144,795 | -28.9% | 0.51% | -33.8% |
| Q1 2022 | $6,650,000 | -8.3% | 203,620 | +3.5% | 0.77% | -15.5% |
| Q4 2021 | $7,248,000 | -19.1% | 196,679 | -18.1% | 0.92% | -34.3% |
| Q3 2021 | $8,961,000 | -13.9% | 240,105 | -3.0% | 1.39% | -14.7% |
| Q2 2021 | $10,412,000 | +9.7% | 247,491 | +6.1% | 1.63% | -19.1% |
| Q1 2021 | $9,495,000 | +2.4% | 233,339 | -0.2% | 2.02% | -13.3% |
| Q4 2020 | $9,272,000 | +57.6% | 233,731 | +33.7% | 2.33% | +27.8% |
| Q3 2020 | $5,885,000 | +54.3% | 174,782 | +37.1% | 1.82% | +35.6% |
| Q2 2020 | $3,814,000 | – | 127,530 | – | 1.34% | – |
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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% |