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 | ||||
|---|---|---|---|---|---|---|
| Q4 2023 | $511,696 | +66.4% | 17,718 | +60.4% | 0.00% | – |
| Q1 2023 | $307,548 | -73.0% | 11,047 | -74.1% | 0.00% | – |
| Q4 2022 | $1,138,782 | +30324.3% | 42,683 | -71.9% | 0.00% | -100.0% |
| Q3 2022 | $3,743 | -98.7% | 152,032 | +1618.5% | 0.00% | – |
| Q1 2022 | $289,000 | +39.6% | 8,847 | +57.4% | 0.00% | – |
| Q4 2021 | $207,000 | -53.9% | 5,621 | -53.3% | 0.00% | – |
| Q3 2021 | $449,000 | -11.3% | 12,035 | 0.0% | 0.00% | – |
| Q2 2021 | $506,000 | +3.3% | 12,035 | 0.0% | 0.00% | – |
| Q1 2021 | $490,000 | +97.6% | 12,035 | +43.4% | 0.00% | – |
| Q3 2017 | $248,000 | -15.6% | 8,395 | -23.2% | 0.00% | – |
| Q2 2017 | $294,000 | -68.7% | 10,926 | -71.4% | 0.00% | – |
| Q1 2017 | $938,000 | +20.3% | 38,153 | +5.1% | 0.00% | – |
| Q4 2016 | $780,000 | -6.9% | 36,296 | -0.0% | 0.00% | – |
| Q3 2016 | $838,000 | -1.8% | 36,312 | -10.1% | 0.00% | – |
| Q2 2016 | $853,000 | +29.2% | 40,371 | +30.4% | 0.00% | – |
| Q1 2016 | $660,000 | -14.1% | 30,960 | -17.7% | 0.00% | – |
| Q4 2015 | $768,000 | +6.4% | 37,606 | +4.0% | 0.00% | – |
| Q3 2015 | $722,000 | +41.6% | 36,150 | +72.4% | 0.00% | – |
| Q2 2015 | $510,000 | -94.2% | 20,974 | -94.0% | 0.00% | -100.0% |
| Q1 2015 | $8,794,000 | -10.0% | 350,000 | -12.5% | 0.00% | 0.0% |
| Q4 2014 | $9,776,000 | – | 400,000 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| ESL Trust Services, LLC | 675,680 | $28,426,000 | 8.46% |
| Legacy Capital Wealth Partners, LLC | 336,389 | $14,152,000 | 7.62% |
| JD Financial Services Inc. | 189,436 | $7,970,000 | 7.40% |
| Seascape Capital Management | 289,231 | $12,168,000 | 6.33% |
| MBE Wealth Management, LLC | 274,116 | $11,532,000 | 5.97% |
| Harborview Advisors, LLC | 241,389 | $10,155,000 | 5.68% |
| Coyle Financial Counsel LLC | 220,375 | $9,271,000 | 5.56% |
| Lebenthal Global Advisors, LLC | 222,263 | $9,350,000 | 5.02% |
| CLIENT 1ST ADVISORY GROUP, LLC | 227,608 | $9,575,000 | 4.96% |
| DeGreen Capital Management LLC | 350,482 | $14,745,000 | 4.95% |