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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $631,279 | -5.9% | 23,670 | -1.4% | 0.19% | -6.3% |
| Q2 2023 | $670,660 | +25.9% | 23,995 | +25.4% | 0.20% | +11.4% |
| Q1 2023 | $532,803 | -26.4% | 19,138 | -29.5% | 0.18% | -40.1% |
| Q4 2022 | $724,042 | -32.4% | 27,138 | -37.7% | 0.31% | -40.4% |
| Q3 2022 | $1,071,000 | -21.8% | 43,541 | -8.8% | 0.52% | -15.6% |
| Q2 2022 | $1,369,000 | -99.9% | 47,756 | -0.6% | 0.61% | +9.3% |
| Q1 2022 | $1,568,855,000 | +84978.9% | 48,036 | -4.0% | 0.56% | -22.1% |
| Q4 2021 | $1,844,000 | -1.4% | 50,052 | -0.2% | 0.72% | -1.6% |
| Q3 2021 | $1,871,000 | – | 50,157 | – | 0.73% | – |
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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% |