WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $1,614,337 | -7.9% | 62,352 | +0.6% | 1.44% | +5.6% |
| Q2 2023 | $1,752,968 | +2.7% | 61,967 | +0.6% | 1.36% | -1.7% |
| Q1 2023 | $1,707,328 | +4.9% | 61,614 | +2.3% | 1.38% | -4.3% |
| Q4 2022 | $1,627,816 | +6.4% | 60,226 | +1.2% | 1.45% | +4.9% |
| Q3 2022 | $1,530,000 | +0.9% | 59,490 | +12.6% | 1.38% | -4.6% |
| Q2 2022 | $1,516,000 | -30.7% | 52,851 | -20.4% | 1.44% | -14.1% |
| Q1 2022 | $2,189,000 | -10.9% | 66,362 | -0.5% | 1.68% | -3.3% |
| Q4 2021 | $2,457,000 | – | 66,667 | – | 1.74% | – |
Download | ||||||
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% |