WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 323 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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $101 | -20.5% | 3,619 | -23.9% | 0.01% | -33.3% |
| Q4 2022 | $127 | -99.9% | 4,755 | -29.6% | 0.01% | -25.0% |
| Q3 2022 | $166,000 | -9.3% | 6,753 | +5.7% | 0.02% | -11.1% |
| Q2 2022 | $183,000 | -84.2% | 6,391 | -82.0% | 0.02% | -80.2% |
| Q1 2022 | $1,159,000 | -36.5% | 35,482 | -28.4% | 0.09% | -34.1% |
| Q4 2021 | $1,826,000 | -5.0% | 49,561 | -3.8% | 0.14% | -14.3% |
| Q3 2021 | $1,922,000 | -12.9% | 51,495 | -1.9% | 0.16% | -13.4% |
| Q2 2021 | $2,207,000 | +11.4% | 52,469 | +7.7% | 0.19% | -4.6% |
| Q1 2021 | $1,982,000 | -9.8% | 48,701 | -12.1% | 0.20% | -15.6% |
| Q4 2020 | $2,198,000 | +90.5% | 55,396 | +61.7% | 0.23% | +44.4% |
| Q3 2020 | $1,154,000 | – | 34,262 | – | 0.16% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 325,666 | $10,636,000 | 9.29% |
| ESL Trust Services, LLC | 712,042 | $23,256,000 | 7.15% |
| Melone Private Wealth, LLC | 222,443 | $6,727,000 | 5.49% |
| Stewardship Advisors, LLC | 455,040 | $14,862,000 | 5.48% |
| WESCAP Management Group, Inc. | 392,582 | $12,821,000 | 3.62% |
| TOMPKINS FINANCIAL CORP | 770,755 | $25,173,000 | 3.55% |
| Transamerica Financial Advisors, Inc. | 2,833 | $93,000 | 3.32% |
| Legacy Financial Group LLC | 343,305 | $11,212,000 | 3.29% |
| HOWARD FINANCIAL SERVICES, LTD. | 335,090 | $10,944,000 | 3.24% |
| ShoreHaven Wealth Partners, LLC | 186,705 | $6,097,000 | 3.22% |