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 | $3,334 | -99.0% | 125 | -98.7% | 0.00% | -97.7% |
| Q1 2022 | $321,000 | -73.9% | 9,834 | -70.5% | 0.04% | -71.2% |
| Q4 2021 | $1,230,000 | -52.2% | 33,370 | -51.6% | 0.15% | -56.2% |
| Q3 2021 | $2,574,000 | -18.2% | 68,975 | -7.8% | 0.35% | -17.7% |
| Q2 2021 | $3,146,000 | +8.3% | 74,772 | +4.7% | 0.42% | -0.9% |
| Q1 2021 | $2,906,000 | +5.6% | 71,430 | +2.9% | 0.43% | +2.9% |
| Q4 2020 | $2,753,000 | +693.4% | 69,395 | +574.3% | 0.42% | +593.3% |
| Q3 2020 | $347,000 | -74.8% | 10,291 | -81.7% | 0.06% | -79.2% |
| Q1 2020 | $1,377,000 | – | 56,388 | – | 0.29% | – |
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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% |