WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2022 | $898,502 | -37.5% | 33,677 | -42.3% | 0.03% | -46.0% |
| Q3 2022 | $1,438,000 | -39.7% | 58,389 | -29.7% | 0.05% | -40.5% |
| Q2 2022 | $2,384,000 | -79.2% | 83,114 | -76.4% | 0.08% | -76.7% |
| Q1 2022 | $11,481,000 | -53.8% | 351,516 | -47.9% | 0.36% | -51.5% |
| Q4 2021 | $24,848,000 | +139.2% | 674,313 | +142.2% | 0.74% | +111.1% |
| Q3 2021 | $10,388,000 | -2.6% | 278,356 | +9.8% | 0.35% | -4.3% |
| Q2 2021 | $10,670,000 | +166.5% | 253,619 | +157.8% | 0.37% | +148.6% |
| Q1 2021 | $4,004,000 | – | 98,397 | – | 0.15% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 421,233 | $11,234,288 | 7.43% |
| ESL Trust Services, LLC | 772,118 | $20,592,387 | 6.56% |
| Legacy Financial Group LLC | 588,118 | $15,685,108,000 | 3.69% |
| Refined Wealth Management | 152,338 | $4,062,877 | 3.65% |
| Michael S. Ryan, Inc. | 147,531 | $3,806,300 | 3.63% |
| Melone Private Wealth, LLC | 173,117 | $4,617,042 | 3.30% |
| Elwood & Goetz Wealth Advisory Group, LLC | 428,408 | $11,425,650 | 2.65% |
| Harel Insurance Investments & Financial Services Ltd. | 4,821,546 | $128,591 | 2.54% |
| Vertex Planning Partners, LLC | 260,953 | $6,959,624 | 2.40% |
| Rise Advisors, LLC | 107,575 | $2,869,021 | 2.27% |