WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 29 filers reported holding WISDOMTREE TR in Q2 2018. The put-call ratio across all filers is - and the average weighting 0.2%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $7,555,696 | -9.9% | 283,303 | -5.6% | 0.00% | 0.0% |
| Q2 2023 | $8,387,077 | -7.3% | 300,074 | -7.7% | 0.00% | -33.3% |
| Q1 2023 | $9,046,517 | +3.2% | 324,946 | -1.1% | 0.00% | 0.0% |
| Q4 2022 | $8,762,085 | -63.2% | 328,414 | -66.1% | 0.00% | -62.5% |
| Q3 2022 | $23,830,000 | -17.4% | 967,916 | -3.8% | 0.01% | -11.1% |
| Q2 2022 | $28,855,000 | -27.3% | 1,006,098 | -17.3% | 0.01% | -10.0% |
| Q1 2022 | $39,716,000 | +22.7% | 1,216,039 | +38.4% | 0.01% | +25.0% |
| Q4 2021 | $32,378,000 | -46.9% | 878,643 | -46.2% | 0.01% | -38.5% |
| Q3 2021 | $60,997,000 | -11.1% | 1,634,426 | +0.2% | 0.01% | -13.3% |
| Q2 2021 | $68,638,000 | +1.6% | 1,631,515 | -1.8% | 0.02% | 0.0% |
| Q1 2021 | $67,574,000 | +12.8% | 1,660,699 | +10.0% | 0.02% | +7.1% |
| Q4 2020 | $59,914,000 | +177.9% | 1,510,304 | +135.9% | 0.01% | +133.3% |
| Q3 2020 | $21,559,000 | +48.3% | 640,330 | +31.8% | 0.01% | +50.0% |
| Q2 2020 | $14,535,000 | +16.8% | 485,948 | -4.7% | 0.00% | 0.0% |
| Q1 2020 | $12,449,000 | +604.1% | 509,809 | +800.3% | 0.00% | – |
| Q4 2019 | $1,768,000 | +179.7% | 56,628 | +147.8% | 0.00% | – |
| Q3 2019 | $632,000 | +519.6% | 22,853 | +549.8% | 0.00% | – |
| Q2 2019 | $102,000 | – | 3,517 | – | 0.00% | – |
| Q1 2019 | $0 | -100.0% | 0 | -100.0% | 0.00% | – |
| Q4 2018 | $10,000 | +233.3% | 395 | +295.0% | 0.00% | – |
| Q1 2018 | $3,000 | – | 100 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |