WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 326 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $243,937 | +10.6% | 7,642 | -1.5% | 0.04% | -2.2% |
| Q1 2024 | $220,577 | -32.5% | 7,761 | -38.9% | 0.05% | -54.5% |
| Q3 2022 | $327,000 | -22.1% | 12,712 | -14.1% | 0.10% | -17.2% |
| Q2 2022 | $420,000 | -90.6% | 14,807 | -89.8% | 0.12% | -89.7% |
| Q1 2022 | $4,478,000 | +15.8% | 144,971 | +37.2% | 1.19% | +17.3% |
| Q4 2021 | $3,868,000 | -24.9% | 105,660 | -20.9% | 1.01% | -28.4% |
| Q3 2021 | $5,149,000 | -20.9% | 133,495 | -16.7% | 1.42% | -24.1% |
| Q2 2021 | $6,513,000 | +17.1% | 160,253 | +19.0% | 1.87% | +3.1% |
| Q1 2021 | $5,563,000 | +1.8% | 134,635 | +9.2% | 1.81% | -2.7% |
| Q4 2020 | $5,465,000 | – | 123,282 | – | 1.86% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |