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 | $128,591 | -4.6% | 4,821,546 | 0.0% | 2.54% | -23.6% |
| Q2 2023 | $134,762 | +0.4% | 4,821,546 | 0.0% | 3.32% | +20.7% |
| Q1 2023 | $134,232 | +4.3% | 4,821,546 | 0.0% | 2.75% | -2.6% |
| Q4 2022 | $128,639 | -99.9% | 4,821,546 | 0.0% | 2.82% | +9.7% |
| Q1 2022 | $157,472,000 | -11.4% | 4,821,546 | 0.0% | 2.58% | -23.3% |
| Q4 2021 | $177,674,000 | +4441750.0% | 4,821,546 | +4821446.0% | 3.36% | – |
| Q3 2021 | $4,000 | -100.0% | 100 | -100.0% | 0.00% | -100.0% |
| Q1 2021 | $187,500,000 | +2.6% | 4,608,000 | 0.0% | 3.54% | -18.5% |
| Q4 2020 | $182,799,000 | +82.3% | 4,608,000 | +54.7% | 4.34% | +26.9% |
| Q3 2020 | $100,269,000 | +12.6% | 2,978,000 | 0.0% | 3.42% | +11.6% |
| Q2 2020 | $89,072,000 | +22.5% | 2,978,000 | 0.0% | 3.06% | -10.1% |
| Q1 2020 | $72,723,000 | +4.1% | 2,978,000 | +33.1% | 3.41% | +12.2% |
| Q4 2019 | $69,870,000 | +335.7% | 2,238,000 | +285.9% | 3.04% | +195.2% |
| Q3 2019 | $16,037,000 | -4.2% | 580,000 | 0.0% | 1.03% | +15.1% |
| Q2 2019 | $16,745,000 | +0.1% | 580,000 | 0.0% | 0.89% | -8.2% |
| Q1 2019 | $16,721,000 | +12.8% | 580,000 | 0.0% | 0.97% | +7.0% |
| Q4 2018 | $14,825,000 | +149.9% | 580,000 | +176.2% | 0.91% | +210.6% |
| Q3 2018 | $5,933,000 | -3.8% | 210,000 | 0.0% | 0.29% | -10.4% |
| Q2 2018 | $6,170,000 | -9.1% | 210,000 | 0.0% | 0.33% | -14.8% |
| Q1 2018 | $6,791,000 | – | 210,000 | – | 0.38% | – |
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% |