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 | ||||
|---|---|---|---|---|---|---|
| Q2 2023 | $4,529,093 | -18.7% | 162,043 | -19.1% | 3.03% | -22.5% |
| Q1 2023 | $5,573,100 | +795.0% | 200,183 | +757.7% | 3.91% | +790.7% |
| Q4 2022 | $622,704 | -33.7% | 23,340 | -38.8% | 0.44% | -38.8% |
| Q3 2022 | $939,000 | -40.8% | 38,164 | -31.1% | 0.72% | -37.1% |
| Q2 2022 | $1,587,000 | -74.0% | 55,352 | -70.4% | 1.14% | -64.6% |
| Q1 2022 | $6,097,000 | -19.0% | 186,705 | -8.6% | 3.22% | -13.7% |
| Q4 2021 | $7,526,000 | +0.8% | 204,253 | +2.1% | 3.73% | -4.1% |
| Q3 2021 | $7,464,000 | -5.3% | 200,004 | +6.8% | 3.89% | -8.2% |
| Q2 2021 | $7,880,000 | +16.4% | 187,324 | +12.6% | 4.24% | +15.5% |
| Q1 2021 | $6,770,000 | +5.5% | 166,384 | +2.9% | 3.67% | +2.1% |
| Q4 2020 | $6,417,000 | – | 161,757 | – | 3.59% | – |
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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% |