WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 303 filers reported holding WISDOMTREE TR in Q1 2021. The put-call ratio across all filers is - and the average weighting 0.8%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,860,000 | -22.9% | 75,552 | -10.2% | 0.24% | -20.1% |
| Q2 2022 | $2,414,000 | -16.9% | 84,163 | -5.4% | 0.30% | +0.7% |
| Q1 2022 | $2,905,000 | 0.0% | 88,940 | +12.8% | 0.30% | +6.0% |
| Q4 2021 | $2,905,000 | +12.9% | 78,845 | +14.4% | 0.28% | +4.8% |
| Q3 2021 | $2,572,000 | -9.6% | 68,925 | +2.0% | 0.27% | -8.1% |
| Q2 2021 | $2,844,000 | +12.5% | 67,600 | +8.9% | 0.30% | +3.5% |
| Q1 2021 | $2,527,000 | – | 62,101 | – | 0.29% | – |
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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% |