WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 310 filers reported holding WISDOMTREE TR in Q1 2022. The put-call ratio across all filers is - and the average weighting 0.6%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $16,938,000 | -12.0% | 687,972 | +2.5% | 1.22% | -11.9% |
| Q2 2022 | $19,248,000 | -13.2% | 671,120 | -1.2% | 1.38% | +4.5% |
| Q1 2022 | $22,175,000 | -16.3% | 678,951 | -5.5% | 1.32% | -9.7% |
| Q4 2021 | $26,483,000 | +4.0% | 718,662 | +5.3% | 1.47% | -7.0% |
| Q3 2021 | $25,467,000 | -11.8% | 682,407 | -0.5% | 1.58% | -9.3% |
| Q2 2021 | $28,862,000 | +3.3% | 686,055 | -0.1% | 1.74% | -4.9% |
| Q1 2021 | $27,942,000 | +4.9% | 686,701 | +2.3% | 1.83% | -3.2% |
| Q4 2020 | $26,629,000 | +18.9% | 671,272 | +0.9% | 1.89% | +4.1% |
| Q3 2020 | $22,399,000 | +11.2% | 665,240 | -1.2% | 1.82% | -8.7% |
| Q2 2020 | $20,137,000 | +150.8% | 673,252 | +104.7% | 1.99% | +116.2% |
| Q1 2020 | $8,030,000 | – | 328,826 | – | 0.92% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 373,558 | $13,766,000 | 12.73% |
| ESL Trust Services, LLC | 712,677 | $26,262,000 | 7.56% |
| Rise Advisors, LLC | 182,623 | $6,729,659,000 | 6.41% |
| JD Financial Services Inc. | 189,997 | $7,001,000 | 5.77% |
| Melone Private Wealth, LLC | 205,294 | $7,565,000 | 5.69% |
| Beaumont Capital Management, LLC | 256,805 | $9,462,000 | 5.47% |
| Shore Point Advisors, LLC | 178,247 | $6,568,000 | 5.46% |
| TOMPKINS FINANCIAL CORP | 753,352 | $27,753,000 | 4.92% |
| MFA WEALTH ADVISORS, LLC | 267,069 | $9,841,000 | 4.16% |
| Legacy Financial Group LLC | 253,618 | $9,166,000 | 3.94% |