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 | $6,722,200 | -55.6% | 252,051 | -53.5% | 0.00% | -66.7% |
| Q2 2023 | $15,135,400 | +6038.2% | 541,517 | +6014.0% | 0.00% | – |
| Q1 2023 | $246,579 | -96.4% | 8,857 | -96.5% | 0.00% | -100.0% |
| Q4 2022 | $6,778,347 | -49.9% | 254,061 | -53.8% | 0.00% | -33.3% |
| Q3 2022 | $13,526,000 | -41.5% | 549,393 | -31.8% | 0.00% | -50.0% |
| Q2 2022 | $23,118,000 | -32.8% | 806,074 | -23.4% | 0.01% | -14.3% |
| Q1 2022 | $34,387,000 | +233.1% | 1,052,858 | +275.9% | 0.01% | +250.0% |
| Q4 2021 | $10,322,000 | -2.4% | 280,094 | +11.4% | 0.00% | 0.0% |
| Q2 2021 | $10,581,000 | +2499.8% | 251,504 | +2416.0% | 0.00% | – |
| Q1 2021 | $407,000 | -98.0% | 9,996 | -98.1% | 0.00% | -100.0% |
| Q4 2020 | $20,369,000 | +493.7% | 513,454 | +403.9% | 0.01% | +400.0% |
| Q3 2020 | $3,431,000 | -50.6% | 101,903 | -59.4% | 0.00% | -66.7% |
| Q3 2019 | $6,945,000 | +26.0% | 251,180 | +33.9% | 0.00% | 0.0% |
| Q2 2018 | $5,513,000 | +82.2% | 187,629 | +100.5% | 0.00% | +50.0% |
| Q1 2018 | $3,026,000 | – | 93,583 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 325,666 | $10,636,000 | 9.29% |
| ESL Trust Services, LLC | 712,042 | $23,256,000 | 7.15% |
| Melone Private Wealth, LLC | 222,443 | $6,727,000 | 5.49% |
| Stewardship Advisors, LLC | 455,040 | $14,862,000 | 5.48% |
| WESCAP Management Group, Inc. | 392,582 | $12,821,000 | 3.62% |
| TOMPKINS FINANCIAL CORP | 770,755 | $25,173,000 | 3.55% |
| Transamerica Financial Advisors, Inc. | 2,833 | $93,000 | 3.32% |
| Legacy Financial Group LLC | 343,305 | $11,212,000 | 3.29% |
| HOWARD FINANCIAL SERVICES, LTD. | 335,090 | $10,944,000 | 3.24% |
| ShoreHaven Wealth Partners, LLC | 186,705 | $6,097,000 | 3.22% |