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 | ||||
---|---|---|---|---|---|---|
Q4 2023 | $210,905 | -24.0% | 7,303 | -29.8% | 0.16% | -38.2% |
Q3 2023 | $277,463 | -71.1% | 10,404 | -69.9% | 0.26% | -72.9% |
Q2 2023 | $961,596 | -13.4% | 34,540 | -22.4% | 0.96% | -26.7% |
Q3 2022 | $1,110,000 | -14.2% | 44,492 | -1.7% | 1.30% | +3.2% |
Q2 2022 | $1,293,000 | -10.6% | 45,262 | +2.2% | 1.26% | +4.8% |
Q1 2022 | $1,447,000 | -9.4% | 44,299 | +2.3% | 1.20% | -15.7% |
Q4 2021 | $1,597,000 | +4.0% | 43,302 | +5.2% | 1.43% | +11.8% |
Q3 2021 | $1,536,000 | -7.2% | 41,157 | +4.6% | 1.28% | -6.5% |
Q2 2021 | $1,655,000 | +6.4% | 39,345 | +3.0% | 1.37% | -4.9% |
Q1 2021 | $1,555,000 | +87.1% | 38,189 | +82.3% | 1.44% | +75.6% |
Q4 2020 | $831,000 | – | 20,951 | – | 0.82% | – |
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% |