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 2022 | $7,000 | -85.4% | 266 | -84.3% | 0.00% | -85.7% |
| Q2 2022 | $48,000 | -47.3% | 1,690 | -39.3% | 0.02% | -36.4% |
| Q1 2022 | $91,000 | -13.3% | 2,782 | -2.6% | 0.03% | -10.8% |
| Q4 2021 | $105,000 | -1.9% | 2,855 | 0.0% | 0.04% | -11.9% |
| Q3 2021 | $107,000 | +62.1% | 2,855 | +82.3% | 0.04% | +55.6% |
| Q2 2021 | $66,000 | +29.4% | 1,566 | +24.9% | 0.03% | +3.8% |
| Q1 2021 | $51,000 | -32.9% | 1,254 | -34.6% | 0.03% | -36.6% |
| Q4 2020 | $76,000 | +16.9% | 1,916 | 0.0% | 0.04% | +5.1% |
| Q3 2020 | $65,000 | +441.7% | 1,916 | +393.8% | 0.04% | +387.5% |
| Q2 2020 | $12,000 | – | 388 | – | 0.01% | – |
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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% |