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 | $718,357 | +7527.5% | 26,935 | +7530.3% | 0.01% | – |
| Q4 2022 | $9,418 | -81.9% | 353 | -83.3% | 0.00% | -100.0% |
| Q3 2022 | $52,000 | -99.6% | 2,118 | -99.5% | 0.00% | -99.4% |
| Q2 2022 | $12,552,000 | -7.0% | 437,648 | +5.9% | 0.17% | 0.0% |
| Q1 2022 | $13,499,000 | -40.3% | 413,314 | -32.7% | 0.17% | -46.4% |
| Q4 2021 | $22,626,000 | +35253.1% | 614,011 | +35453.6% | 0.32% | +32000.0% |
| Q3 2021 | $64,000 | – | 1,727 | – | 0.00% | – |
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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% |