WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
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 | 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% |