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 | ||||
|---|---|---|---|---|---|---|
| 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% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 325,666 | $10,636,000 | 9.29% |
| ESL Trust Services, LLC | 712,042 | $23,256,000 | 7.15% |
| Melone Private Wealth, LLC | 222,443 | $6,727,000 | 5.49% |
| Stewardship Advisors, LLC | 455,040 | $14,862,000 | 5.48% |
| WESCAP Management Group, Inc. | 392,582 | $12,821,000 | 3.62% |
| TOMPKINS FINANCIAL CORP | 770,755 | $25,173,000 | 3.55% |
| Transamerica Financial Advisors, Inc. | 2,833 | $93,000 | 3.32% |
| Legacy Financial Group LLC | 343,305 | $11,212,000 | 3.29% |
| HOWARD FINANCIAL SERVICES, LTD. | 335,090 | $10,944,000 | 3.24% |
| ShoreHaven Wealth Partners, LLC | 186,705 | $6,097,000 | 3.22% |