WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 326 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 | ||||
|---|---|---|---|---|---|---|
| Q2 2024 | $579,674 | -10.7% | 18,925 | -14.1% | 0.11% | -13.8% |
| Q1 2024 | $649,075 | -22.2% | 22,032 | -23.7% | 0.12% | -28.9% |
| Q4 2023 | $834,440 | -55.3% | 28,893 | -58.7% | 0.17% | -60.0% |
| Q3 2023 | $1,865,647 | -5.5% | 69,953 | -0.8% | 0.43% | -4.8% |
| Q2 2023 | $1,973,684 | +6.1% | 70,495 | +5.5% | 0.46% | -2.6% |
| Q1 2023 | $1,859,934 | +191.8% | 66,808 | +180.3% | 0.47% | +168.4% |
| Q4 2022 | $637,306 | -18.9% | 23,833 | -25.4% | 0.17% | -23.7% |
| Q3 2022 | $786,035 | -14.7% | 31,927 | -0.6% | 0.23% | -8.8% |
| Q2 2022 | $921,405 | -36.7% | 32,127 | -27.9% | 0.25% | -34.2% |
| Q1 2022 | $1,454,862 | -9.5% | 44,546 | +2.2% | 0.38% | -9.1% |
| Q4 2021 | $1,606,796 | -12.2% | 43,604 | -11.1% | 0.42% | -21.0% |
| Q3 2021 | $1,829,561 | +9.5% | 49,025 | +23.4% | 0.53% | +1.9% |
| Q2 2021 | $1,671,470 | +39.9% | 39,731 | +37.6% | 0.52% | +24.5% |
| Q1 2021 | $1,194,591 | +156.4% | 28,864 | +145.8% | 0.42% | +127.9% |
| Q4 2020 | $465,890 | +6818.5% | 11,744 | +5772.0% | 0.18% | +6000.0% |
| Q3 2020 | $6,734 | -5.4% | 200 | -16.0% | 0.00% | -25.0% |
| Q2 2020 | $7,119 | +45.8% | 238 | +19.0% | 0.00% | +33.3% |
| Q1 2020 | $4,884 | -46.8% | 200 | -32.0% | 0.00% | -40.0% |
| Q4 2019 | $9,181 | +66.0% | 294 | +47.0% | 0.01% | +25.0% |
| Q3 2019 | $5,530 | – | 200 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 335,920 | $9,634,000 | 9.31% |
| ESL Trust Services, LLC | 711,577 | $20,408,000 | 7.06% |
| Melone Private Wealth, LLC | 227,763 | $6,539,000 | 5.54% |
| Castleview Partners, LLC | 130,668 | $4,889,631,000 | 3.89% |
| Legacy Financial Group LLC | 409,485 | $11,744,000 | 3.70% |
| TOMPKINS FINANCIAL CORP | 779,913 | $22,368,000 | 3.60% |
| Refined Wealth Management | 134,717 | $3,864,000 | 3.46% |
| WESCAP Management Group, Inc. | 351,625 | $10,084,000 | 3.45% |
| Beaumont Capital Management, LLC | 137,886 | $3,954,000 | 3.26% |
| HOWARD FINANCIAL SERVICES, LTD. | 327,154 | $9,383,000 | 3.19% |