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 | $1,491,579 | -11.2% | 55,969 | -2.9% | 1.32% | +4.6% |
| Q2 2023 | $1,679,927 | +117.1% | 57,650 | +107.4% | 1.26% | +76.9% |
| Q1 2023 | $773,790 | +1.2% | 27,794 | -3.0% | 0.72% | -0.6% |
| Q4 2022 | $764,440 | -20.6% | 28,652 | -26.8% | 0.72% | -20.7% |
| Q3 2022 | $963,000 | -23.5% | 39,132 | -9.7% | 0.91% | -17.1% |
| Q2 2022 | $1,259,000 | -15.5% | 43,312 | -5.1% | 1.09% | +4.4% |
| Q1 2022 | $1,490,000 | -16.7% | 45,623 | -6.0% | 1.05% | -16.6% |
| Q4 2021 | $1,789,000 | – | 48,539 | – | 1.26% | – |
Download | ||||||
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% |