WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 313 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $633,000 | -57.5% | 19,378 | -52.0% | 0.12% | -51.6% |
| Q4 2021 | $1,488,000 | +94.3% | 40,368 | +96.6% | 0.26% | +53.3% |
| Q3 2021 | $766,000 | -15.5% | 20,531 | -4.7% | 0.17% | -16.5% |
| Q2 2021 | $906,000 | +1194.3% | 21,542 | +930.2% | 0.20% | +769.6% |
| Q3 2020 | $70,000 | +169.2% | 2,091 | +94.7% | 0.02% | +109.1% |
| Q1 2020 | $26,000 | +4.0% | 1,074 | +17.5% | 0.01% | +37.5% |
| Q3 2019 | $25,000 | -3.8% | 914 | +1.3% | 0.01% | 0.0% |
| Q2 2019 | $26,000 | – | 902 | – | 0.01% | – |
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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% |