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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,863,681 | +36.4% | 182,365 | +42.9% | 0.58% | +41.2% |
| Q2 2023 | $3,566,491 | +191.1% | 127,603 | +190.0% | 0.41% | +177.2% |
| Q1 2023 | $1,225,085 | +10.1% | 44,005 | +5.5% | 0.15% | +6.4% |
| Q4 2022 | $1,112,941 | +39.5% | 41,714 | +28.7% | 0.14% | +26.1% |
| Q3 2022 | $798,000 | -12.1% | 32,420 | +2.4% | 0.11% | -45.9% |
| Q2 2022 | $908,000 | -13.1% | 31,647 | -1.1% | 0.20% | +65.3% |
| Q1 2022 | $1,045,000 | +5.3% | 31,984 | +18.8% | 0.12% | +4.2% |
| Q4 2021 | $992,000 | +19.5% | 26,919 | +21.0% | 0.12% | +7.2% |
| Q3 2021 | $830,000 | -5.3% | 22,242 | +6.9% | 0.11% | -42.5% |
| Q2 2021 | $876,000 | +36.9% | 20,814 | +32.3% | 0.19% | +23.7% |
| Q1 2021 | $640,000 | +1.3% | 15,736 | -1.2% | 0.16% | -4.9% |
| Q4 2020 | $632,000 | +41.7% | 15,922 | +20.2% | 0.16% | +18.0% |
| Q3 2020 | $446,000 | +32.0% | 13,251 | +17.4% | 0.14% | +18.8% |
| Q2 2020 | $338,000 | – | 11,287 | – | 0.12% | – |
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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% |