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 | $4,036,147 | -51.7% | 151,337 | -49.4% | 0.11% | -41.7% |
| Q2 2023 | $8,356,715 | -18.9% | 298,988 | -19.3% | 0.19% | -32.0% |
| Q1 2023 | $10,308,453 | -6.1% | 370,275 | -10.0% | 0.28% | -10.7% |
| Q4 2022 | $10,982,192 | +61.0% | 411,627 | +48.6% | 0.31% | +49.5% |
| Q3 2022 | $6,822,000 | -15.7% | 277,050 | -1.8% | 0.21% | -39.6% |
| Q2 2022 | $8,093,000 | -15.3% | 282,151 | -3.6% | 0.34% | +8.9% |
| Q1 2022 | $9,559,000 | -37.2% | 292,679 | -29.1% | 0.31% | -28.5% |
| Q4 2021 | $15,218,000 | -9.8% | 412,961 | -3.4% | 0.44% | -18.4% |
| Q3 2021 | $16,877,000 | -3.2% | 427,443 | +1.6% | 0.54% | -5.3% |
| Q2 2021 | $17,441,000 | +2.8% | 420,707 | -0.2% | 0.57% | -5.5% |
| Q1 2021 | $16,959,000 | +6.9% | 421,544 | +5.4% | 0.60% | -29.3% |
| Q4 2020 | $15,865,000 | +35.9% | 399,909 | +8.8% | 0.85% | +36.5% |
| Q3 2020 | $11,678,000 | +10.7% | 367,662 | +4.2% | 0.62% | -11.8% |
| Q2 2020 | $10,551,000 | +50.3% | 352,751 | +22.7% | 0.70% | +17.7% |
| Q1 2020 | $7,019,000 | – | 287,435 | – | 0.60% | – |
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% |