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 | ||||
|---|---|---|---|---|---|---|
| Q1 2023 | $210,053 | +1.2% | 7,545 | -3.1% | 0.08% | -5.8% |
| Q4 2022 | $207,650 | -40.8% | 7,783 | -45.4% | 0.09% | -41.9% |
| Q3 2022 | $351,000 | -17.0% | 14,243 | -3.4% | 0.15% | -18.7% |
| Q2 2022 | $423,000 | -13.5% | 14,743 | -1.6% | 0.18% | +5.8% |
| Q1 2022 | $489,000 | -9.6% | 14,979 | +2.0% | 0.17% | -2.8% |
| Q4 2021 | $541,000 | +5.7% | 14,679 | +7.0% | 0.18% | +0.6% |
| Q3 2021 | $512,000 | -12.3% | 13,724 | -1.1% | 0.18% | -8.8% |
| Q2 2021 | $584,000 | +5.4% | 13,872 | +1.9% | 0.19% | -5.4% |
| Q1 2021 | $554,000 | +21.5% | 13,617 | +18.5% | 0.20% | +13.3% |
| Q4 2020 | $456,000 | +34.9% | 11,489 | +14.3% | 0.18% | +12.5% |
| Q3 2020 | $338,000 | – | 10,051 | – | 0.16% | – |
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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% |