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 | ||||
|---|---|---|---|---|---|---|
| Q2 2022 | $261,000 | -23.9% | 9,083 | -13.4% | 0.06% | -15.4% |
| Q1 2022 | $343,000 | -46.3% | 10,491 | -39.5% | 0.06% | -47.2% |
| Q4 2021 | $639,000 | +10.6% | 17,347 | +12.0% | 0.12% | +4.2% |
| Q3 2021 | $578,000 | -6.5% | 15,482 | +5.5% | 0.12% | -15.1% |
| Q2 2021 | $618,000 | +50.4% | 14,681 | +45.4% | 0.14% | +39.0% |
| Q1 2021 | $411,000 | – | 10,097 | – | 0.10% | – |
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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% |