WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 317 filers reported holding WISDOMTREE TR in Q2 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $1,278,496 | +1.9% | 41,740 | -2.0% | 0.01% | -12.5% |
| Q1 2024 | $1,254,916 | -0.2% | 42,597 | -2.2% | 0.01% | -20.0% |
| Q4 2023 | $1,258,051 | -63.9% | 43,561 | -66.7% | 0.01% | -70.6% |
| Q3 2023 | $3,484,916 | -0.9% | 130,668 | +3.9% | 0.03% | -2.9% |
| Q2 2023 | $3,515,327 | +87.7% | 125,772 | +86.9% | 0.04% | +75.0% |
| Q1 2023 | $1,872,973 | +11.4% | 67,276 | +6.7% | 0.02% | +33.3% |
| Q4 2022 | $1,681,881 | -99.9% | 63,039 | -69.4% | 0.02% | -44.4% |
| Q3 2022 | $2,542,540,000 | +57061.4% | 206,322 | +33.0% | 0.03% | -41.3% |
| Q2 2022 | $4,448,000 | +10.4% | 155,097 | +25.7% | 0.05% | +9.5% |
| Q1 2022 | $4,030,000 | +48.6% | 123,407 | +67.7% | 0.04% | +55.6% |
| Q4 2021 | $2,712,000 | -57.1% | 73,601 | -56.6% | 0.03% | -57.1% |
| Q3 2021 | $6,324,000 | +1.5% | 169,456 | +14.5% | 0.06% | -11.3% |
| Q2 2021 | $6,229,000 | +28.3% | 148,060 | +24.1% | 0.07% | +14.5% |
| Q1 2021 | $4,856,000 | +49.6% | 119,341 | +46.2% | 0.06% | +63.2% |
| Q4 2020 | $3,245,000 | – | 81,605 | – | 0.04% | – |
Download | ||||||
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% |