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 | $581,840 | -56.8% | 22,534 | -52.0% | 0.03% | -55.7% |
| Q2 2023 | $1,347,768 | +25.3% | 46,912 | +19.1% | 0.07% | +11.1% |
| Q1 2023 | $1,075,691 | -3.1% | 39,388 | +1.7% | 0.06% | -7.4% |
| Q4 2022 | $1,110,159 | +33.9% | 38,722 | +19.5% | 0.07% | +15.3% |
| Q3 2022 | $829,000 | +6.7% | 32,406 | +19.2% | 0.06% | +5.4% |
| Q2 2022 | $777,000 | -6.6% | 27,194 | -5.8% | 0.06% | -12.5% |
| Q1 2022 | $832,000 | +3.5% | 28,865 | +27.4% | 0.06% | +12.3% |
| Q4 2021 | $804,000 | -4.3% | 22,659 | +4.4% | 0.06% | -3.4% |
| Q3 2021 | $840,000 | -14.3% | 21,706 | -13.6% | 0.06% | +63.9% |
| Q2 2021 | $980,000 | – | 25,136 | – | 0.04% | – |
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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% |