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 | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $89,531 | +7.4% | 3,357 | +12.5% | 0.01% | +20.0% |
| Q2 2023 | $83,374 | +11.1% | 2,983 | +10.6% | 0.01% | 0.0% |
| Q1 2023 | $75,056 | +11627.5% | 2,696 | +11133.3% | 0.01% | – |
| Q4 2022 | $640 | -84.0% | 24 | -87.8% | 0.00% | – |
| Q3 2022 | $4,000 | -42.9% | 197 | -21.2% | 0.00% | -100.0% |
| Q2 2022 | $7,000 | -22.2% | 250 | -16.7% | 0.00% | 0.0% |
| Q1 2022 | $9,000 | -73.5% | 300 | -67.6% | 0.00% | -66.7% |
| Q4 2021 | $34,000 | -35.8% | 926 | -35.1% | 0.00% | -25.0% |
| Q3 2021 | $53,000 | -36.9% | 1,427 | -29.3% | 0.00% | -50.0% |
| Q2 2021 | $84,000 | -33.9% | 2,018 | -35.5% | 0.01% | -42.9% |
| Q1 2021 | $127,000 | – | 3,128 | +18300.0% | 0.01% | – |
| Q4 2020 | $0 | – | 17 | – | 0.00% | – |
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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% |