WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $2,042,049 | +213.3% | 62,524 | +155.9% | 1.21% | +173.5% |
| Q4 2022 | $651,881 | +3.8% | 24,433 | -4.3% | 0.44% | +14.0% |
| Q3 2022 | $628,000 | -14.3% | 25,520 | -0.1% | 0.39% | -5.4% |
| Q2 2022 | $733,000 | -64.1% | 25,558 | -59.1% | 0.41% | -53.6% |
| Q1 2022 | $2,042,000 | +11.8% | 62,524 | +26.1% | 0.88% | +11.5% |
| Q4 2021 | $1,827,000 | +4.6% | 49,576 | +6.0% | 0.79% | -21.0% |
| Q3 2021 | $1,746,000 | -6.5% | 46,774 | +5.9% | 1.00% | -2.8% |
| Q2 2021 | $1,868,000 | +10.7% | 44,148 | +6.4% | 1.03% | -1.8% |
| Q1 2021 | $1,688,000 | +3209.8% | 41,490 | +3131.3% | 1.05% | +2520.0% |
| Q4 2020 | $51,000 | – | 1,284 | – | 0.04% | – |
Download | ||||||
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% |