WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $18,323 | -38.3% | 687 | -35.3% | 0.00% | -33.3% |
| Q2 2023 | $29,683 | +0.4% | 1,062 | 0.0% | 0.01% | 0.0% |
| Q1 2023 | $29,567 | +4.4% | 1,062 | 0.0% | 0.01% | -14.3% |
| Q4 2022 | $28,334 | +9.0% | 1,062 | 0.0% | 0.01% | +16.7% |
| Q3 2022 | $26,000 | -13.3% | 1,062 | 0.0% | 0.01% | -14.3% |
| Q2 2022 | $30,000 | -89.5% | 1,062 | -87.9% | 0.01% | -87.0% |
| Q1 2022 | $287,000 | -73.3% | 8,787 | -69.9% | 0.05% | -70.0% |
| Q4 2021 | $1,076,000 | -6.0% | 29,187 | -4.9% | 0.18% | -14.7% |
| Q3 2021 | $1,145,000 | -5.4% | 30,677 | +6.7% | 0.21% | -7.0% |
| Q2 2021 | $1,210,000 | +19.6% | 28,757 | +15.6% | 0.23% | +11.8% |
| Q1 2021 | $1,012,000 | – | 24,870 | – | 0.20% | – |
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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% |