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 | $734,839 | -18.9% | 27,553 | -15.0% | 0.00% | – |
| Q2 2023 | $906,084 | +45.5% | 32,418 | +38.9% | 0.00% | – |
| Q4 2022 | $622,791 | -87.7% | 23,343 | -86.7% | 0.00% | -100.0% |
| Q2 2022 | $5,048,000 | -34.1% | 175,994 | -24.9% | 0.00% | 0.0% |
| Q1 2022 | $7,657,000 | -74.8% | 234,436 | -71.6% | 0.00% | 0.0% |
| Q4 2021 | $30,438,000 | +50.6% | 826,012 | +52.5% | 0.00% | -66.7% |
| Q3 2021 | $20,214,000 | +975.2% | 541,624 | +1111.9% | 0.00% | – |
| Q2 2021 | $1,880,000 | -94.9% | 44,691 | -95.1% | 0.00% | -100.0% |
| Q1 2021 | $37,066,000 | +1547.4% | 910,926 | +1506.6% | 0.01% | – |
| Q4 2020 | $2,250,000 | -76.0% | 56,700 | -79.6% | 0.00% | -100.0% |
| Q3 2020 | $9,359,000 | +290.8% | 277,960 | +183.4% | 0.00% | +100.0% |
| Q1 2020 | $2,395,000 | +124.0% | 98,067 | +186.3% | 0.00% | – |
| Q4 2019 | $1,069,000 | -34.3% | 34,255 | -40.5% | 0.00% | -100.0% |
| Q3 2018 | $1,626,000 | +289.0% | 57,559 | +304.2% | 0.00% | – |
| Q2 2018 | $418,000 | -62.5% | 14,239 | -58.7% | 0.00% | – |
| Q1 2018 | $1,114,000 | – | 34,436 | – | 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% |