WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 326 filers reported holding WISDOMTREE TR in Q4 2021. The put-call ratio across all filers is 582.35 and the average weighting 0.7%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $573,000 | +13.7% | 19,981 | +29.4% | 0.38% | +28.9% |
| Q1 2022 | $504,000 | +12.2% | 15,446 | +26.8% | 0.29% | +20.2% |
| Q4 2021 | $449,000 | -58.9% | 12,180 | -57.1% | 0.24% | -68.6% |
| Q3 2021 | $1,092,000 | +172.3% | 28,397 | +198.2% | 0.77% | +169.2% |
| Q2 2021 | $401,000 | +37.3% | 9,523 | +32.7% | 0.29% | +21.2% |
| Q1 2021 | $292,000 | -7.9% | 7,176 | 0.0% | 0.24% | +63.9% |
| Q4 2020 | $317,000 | – | 7,176 | – | 0.14% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 406,034 | $11,303,979 | 8.05% |
| ESL Trust Services, LLC | 710,287 | $19,774,389 | 6.40% |
| Stewardship Advisors, LLC | 487,839 | $13,581,435 | 5.22% |
| Legacy Financial Group LLC | 580,154 | $16,151,489 | 4.42% |
| ShoreHaven Wealth Partners, LLC | 200,183 | $5,573,100 | 3.91% |
| Refined Wealth Management | 147,555 | $4,107,922 | 3.63% |
| Melone Private Wealth, LLC | 152,590 | $4,203,846 | 3.21% |
| Elwood & Goetz Wealth Advisory Group, LLC | 438,654 | $12,212,123 | 2.92% |
| Harel Insurance Investments & Financial Services Ltd. | 4,821,546 | $134,232 | 2.75% |
| ETF Store, Inc. | 133,852 | $3,569,836 | 2.72% |