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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $14,000 | -95.9% | 480 | -96.6% | 0.00% | -95.3% |
| Q1 2020 | $344,000 | -20.0% | 14,086 | +2.2% | 0.06% | 0.0% |
| Q4 2019 | $430,000 | -14.2% | 13,777 | -23.9% | 0.06% | -13.5% |
| Q3 2019 | $501,000 | -4.6% | 18,109 | -0.4% | 0.07% | +5.7% |
| Q2 2019 | $525,000 | -7.2% | 18,176 | -7.4% | 0.07% | -7.9% |
| Q1 2019 | $566,000 | +1.8% | 19,628 | -9.8% | 0.08% | -10.6% |
| Q4 2018 | $556,000 | -20.2% | 21,760 | -11.8% | 0.08% | -7.6% |
| Q3 2018 | $697,000 | – | 24,670 | – | 0.09% | – |
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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% |