WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
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 | 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% |