WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q3 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $57,438 | +4.3% | 2,063,150 | 0.0% | 1.27% | +3.7% |
| Q4 2022 | $55,045 | -99.9% | 2,063,150 | 0.0% | 1.22% | +6.8% |
| Q3 2022 | $50,795,000 | -14.2% | 2,063,150 | 0.0% | 1.15% | -13.0% |
| Q2 2022 | $59,171,000 | -12.2% | 2,063,150 | 0.0% | 1.32% | +12.3% |
| Q1 2022 | $67,382,000 | -11.4% | 2,063,150 | 0.0% | 1.18% | +60.1% |
| Q4 2021 | $76,027,000 | -1.3% | 2,063,150 | 0.0% | 0.73% | -9.4% |
| Q3 2021 | $76,997,000 | -11.3% | 2,063,150 | 0.0% | 0.81% | -11.0% |
| Q2 2021 | $86,797,000 | -22.8% | 2,063,150 | -25.4% | 0.91% | -19.8% |
| Q1 2021 | $112,472,000 | +2.6% | 2,764,120 | 0.0% | 1.13% | -12.4% |
| Q4 2020 | $109,653,000 | +73.8% | 2,764,120 | +47.5% | 1.30% | +47.7% |
| Q3 2020 | $63,102,000 | +12.6% | 1,874,120 | 0.0% | 0.88% | -3.6% |
| Q2 2020 | $56,055,000 | +22.5% | 1,874,120 | 0.0% | 0.91% | -14.4% |
| Q1 2020 | $45,766,000 | -21.8% | 1,874,120 | 0.0% | 1.06% | -5.8% |
| Q4 2019 | $58,510,000 | – | 1,874,120 | – | 1.13% | – |
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% |