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 | $286,569 | -4.6% | 10,745 | 0.0% | 0.10% | -1.9% |
| Q2 2023 | $300,323 | -58.1% | 10,745 | -58.3% | 0.11% | -61.3% |
| Q1 2023 | $717,047 | +4.3% | 25,756 | 0.0% | 0.27% | -2.5% |
| Q4 2022 | $687,170 | +8.4% | 25,756 | 0.0% | 0.28% | -3.8% |
| Q3 2022 | $634,000 | -14.2% | 25,756 | 0.0% | 0.29% | -9.9% |
| Q2 2022 | $739,000 | -12.1% | 25,756 | 0.0% | 0.32% | -4.1% |
| Q1 2022 | $841,000 | -11.4% | 25,756 | 0.0% | 0.34% | -12.2% |
| Q4 2021 | $949,000 | -1.2% | 25,756 | 0.0% | 0.38% | -7.7% |
| Q3 2021 | $961,000 | -11.3% | 25,756 | 0.0% | 0.42% | -14.7% |
| Q2 2021 | $1,084,000 | +3.4% | 25,756 | 0.0% | 0.49% | +17.3% |
| Q1 2021 | $1,048,000 | +8.7% | 25,756 | +5.9% | 0.42% | -18.2% |
| Q4 2020 | $964,000 | – | 24,311 | – | 0.51% | – |
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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% |