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 | $2,141,529 | -6.4% | 81,613 | +3.6% | 1.53% | -4.5% |
| Q2 2023 | $2,288,193 | -35.9% | 78,795 | -41.1% | 1.60% | -41.0% |
| Q1 2023 | $3,569,836 | -2.1% | 133,852 | +4.2% | 2.72% | -3.2% |
| Q4 2022 | $3,648,269 | +12.4% | 128,460 | -2.5% | 2.81% | -0.8% |
| Q3 2022 | $3,245,000 | -10.7% | 131,806 | +0.9% | 2.83% | -4.5% |
| Q2 2022 | $3,632,000 | -2.7% | 130,683 | +4.5% | 2.97% | +1.1% |
| Q1 2022 | $3,732,000 | -16.2% | 125,015 | +2.2% | 2.94% | -12.6% |
| Q4 2021 | $4,453,000 | – | 122,368 | – | 3.36% | – |
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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% |