WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q3 2021. The put-call ratio across all filers is - and the average weighting 0.7%.
Quarter-by-quarter ownership
Value | Shares | Weighting | ||||
---|---|---|---|---|---|---|
Q3 2023 | $148,370 | +2.2% | 5,563 | +7.1% | 0.02% | 0.0% |
Q2 2023 | $145,214 | +21.3% | 5,196 | +20.8% | 0.02% | +6.2% |
Q1 2023 | $119,703 | -0.6% | 4,300 | -4.7% | 0.02% | -11.1% |
Q4 2022 | $120,371 | -6.7% | 4,512 | -14.1% | 0.02% | -14.3% |
Q3 2022 | $129,000 | -67.8% | 5,255 | -62.3% | 0.02% | -68.2% |
Q2 2022 | $400,000 | -87.7% | 13,946 | -86.0% | 0.07% | -86.6% |
Q1 2022 | $3,242,000 | +13.2% | 99,278 | +27.8% | 0.49% | +14.4% |
Q4 2021 | $2,863,000 | +16.4% | 77,690 | +17.8% | 0.43% | +5.9% |
Q3 2021 | $2,460,000 | -2.0% | 65,926 | +10.4% | 0.41% | -6.7% |
Q2 2021 | $2,511,000 | +445.9% | 59,697 | +428.6% | 0.44% | +384.4% |
Q1 2021 | $460,000 | +11.1% | 11,293 | +8.3% | 0.09% | +2.3% |
Q4 2020 | $414,000 | +60.5% | 10,426 | +36.1% | 0.09% | +37.5% |
Q3 2020 | $258,000 | +3125.0% | 7,658 | +2951.0% | 0.06% | +3100.0% |
Q2 2020 | $8,000 | +300.0% | 251 | +234.7% | 0.00% | +100.0% |
Q4 2019 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q3 2019 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q2 2019 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q1 2019 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q4 2018 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q3 2018 | $2,000 | 0.0% | 75 | 0.0% | 0.00% | 0.0% |
Q2 2018 | $2,000 | – | 75 | – | 0.00% | – |
Download |
Other shareholders
Name | Shares | Value | Weighting ↓ |
---|---|---|---|
ESL Trust Services, LLC | 713,202 | $26,617,000 | 8.11% |
DeGreen Capital Management LLC | 569,369 | $21,249,000 | 7.05% |
JD Financial Services Inc. | 197,531 | $7,372,000 | 6.73% |
MBE Wealth Management, LLC | 296,591 | $11,069,000 | 5.64% |
Harborview Advisors, LLC | 251,986 | $9,404,000 | 5.27% |
Lebenthal Global Advisors, LLC | 223,475 | $8,340,000 | 5.24% |
TOMPKINS FINANCIAL CORP | 737,354 | $27,510,000 | 5.03% |
Coyle Financial Counsel LLC | 225,800 | $8,427,000 | 4.93% |
MFA WEALTH ADVISORS, LLC | 261,408 | $9,756,000 | 4.48% |
Beaumont Capital Management, LLC | 138,044 | $5,151,000 | 4.41% |