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 2023 | $62,701 | -4.6% | 2,351 | 0.0% | 0.00% | 0.0% |
| Q2 2023 | $65,710 | -8.6% | 2,351 | -8.9% | 0.00% | 0.0% |
| Q1 2023 | $71,855 | +41.7% | 2,581 | +35.8% | 0.00% | 0.0% |
| Q4 2022 | $50,719 | -2.5% | 1,901 | -9.9% | 0.00% | 0.0% |
| Q3 2022 | $52,000 | -17.5% | 2,111 | -4.0% | 0.00% | 0.0% |
| Q2 2022 | $63,000 | +215.0% | 2,198 | +259.2% | 0.00% | +100.0% |
| Q1 2022 | $20,000 | -91.6% | 612 | -90.5% | 0.00% | -85.7% |
| Q4 2021 | $237,000 | -25.2% | 6,420 | -24.5% | 0.01% | 0.0% |
| Q3 2021 | $317,000 | +20.1% | 8,502 | +35.7% | 0.01% | +16.7% |
| Q2 2021 | $264,000 | +294.0% | 6,265 | +278.8% | 0.01% | +200.0% |
| Q1 2021 | $67,000 | – | 1,654 | – | 0.00% | – |
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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% |