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 | $4,617,042 | +0.9% | 173,117 | +5.8% | 3.30% | +2.3% |
| Q2 2023 | $4,574,964 | +8.8% | 163,684 | +7.3% | 3.23% | +0.6% |
| Q1 2023 | $4,203,846 | -24.6% | 152,590 | -27.0% | 3.21% | -32.1% |
| Q4 2022 | $5,573,140 | -7.4% | 208,888 | -11.2% | 4.72% | -10.2% |
| Q3 2022 | $6,018,000 | -8.0% | 235,181 | +3.3% | 5.26% | -5.1% |
| Q2 2022 | $6,539,000 | -2.8% | 227,763 | +2.4% | 5.54% | +1.0% |
| Q1 2022 | $6,727,000 | -11.1% | 222,443 | +8.4% | 5.49% | -3.6% |
| Q4 2021 | $7,565,000 | – | 205,294 | – | 5.69% | – |
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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% |