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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,070 | +3.4% | 152,590 | +8.3% | 0.02% | +5.6% |
| Q2 2023 | $3,937 | -7.0% | 140,852 | -7.4% | 0.02% | -14.3% |
| Q1 2023 | $4,234 | -9.6% | 152,101 | -13.4% | 0.02% | -12.5% |
| Q4 2022 | $4,686 | -99.9% | 175,626 | -10.4% | 0.02% | -11.1% |
| Q3 2022 | $4,827,000 | -23.5% | 196,075 | -10.8% | 0.03% | -20.6% |
| Q2 2022 | $6,307,000 | -28.1% | 219,909 | -18.1% | 0.03% | -15.0% |
| Q1 2022 | $8,771,000 | -5.1% | 268,540 | +7.1% | 0.04% | -2.4% |
| Q4 2021 | $9,240,000 | -1.3% | 250,748 | -0.0% | 0.04% | -10.9% |
| Q3 2021 | $9,361,000 | -26.4% | 250,839 | -17.0% | 0.05% | -24.6% |
| Q2 2021 | $12,719,000 | +16.4% | 302,333 | +12.6% | 0.06% | +3.4% |
| Q1 2021 | $10,930,000 | +0.4% | 268,605 | -2.1% | 0.06% | -7.8% |
| Q4 2020 | $10,883,000 | +100.6% | 274,337 | +70.2% | 0.06% | +73.0% |
| Q3 2020 | $5,426,000 | +104.7% | 161,150 | +81.8% | 0.04% | +85.0% |
| Q2 2020 | $2,651,000 | +47.5% | 88,621 | +20.4% | 0.02% | +17.6% |
| Q1 2020 | $1,797,000 | -31.2% | 73,580 | -12.0% | 0.02% | -15.0% |
| Q4 2019 | $2,611,000 | +274.1% | 83,643 | +231.3% | 0.02% | +233.3% |
| Q3 2019 | $698,000 | +37.9% | 25,245 | +43.9% | 0.01% | +20.0% |
| Q2 2019 | $506,000 | +43.3% | 17,543 | +43.1% | 0.01% | +66.7% |
| Q1 2019 | $353,000 | +47.1% | 12,260 | +30.8% | 0.00% | 0.0% |
| Q4 2018 | $240,000 | – | 9,376 | – | 0.00% | – |
Download | ||||||
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% |