WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $12,935 | -4.6% | 485 | 0.0% | 0.00% | -100.0% |
| Q2 2023 | $13,556 | +0.4% | 485 | 0.0% | 0.00% | 0.0% |
| Q1 2023 | $13,502 | +67410.0% | 485 | -34.3% | 0.00% | 0.0% |
| Q4 2022 | $20 | -99.9% | 738 | -4.7% | 0.00% | 0.0% |
| Q3 2022 | $19,000 | -47.2% | 774 | -39.0% | 0.00% | 0.0% |
| Q2 2022 | $36,000 | -40.0% | 1,269 | -30.8% | 0.00% | -50.0% |
| Q1 2022 | $60,000 | -13.0% | 1,833 | -1.8% | 0.00% | 0.0% |
| Q4 2021 | $69,000 | -66.0% | 1,866 | -65.8% | 0.00% | -60.0% |
| Q3 2021 | $203,000 | -23.7% | 5,452 | -13.8% | 0.01% | -28.6% |
| Q2 2021 | $266,000 | +259.5% | 6,326 | +245.7% | 0.01% | +250.0% |
| Q1 2021 | $74,000 | – | 1,830 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |