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 | ||||
|---|---|---|---|---|---|---|
| Q3 2022 | $1,049,000 | -14.2% | 42,609 | 0.0% | 0.08% | -9.5% |
| Q2 2022 | $1,222,000 | -13.5% | 42,609 | -1.5% | 0.08% | -2.3% |
| Q1 2022 | $1,413,000 | -19.8% | 43,252 | -9.6% | 0.09% | -16.5% |
| Q4 2021 | $1,762,000 | +8.6% | 47,832 | +10.1% | 0.10% | -1.0% |
| Q3 2021 | $1,622,000 | +4.0% | 43,456 | +17.3% | 0.10% | +2.0% |
| Q2 2021 | $1,559,000 | +3.5% | 37,038 | 0.0% | 0.10% | -3.8% |
| Q1 2021 | $1,507,000 | -0.5% | 37,038 | -3.1% | 0.11% | -9.4% |
| Q4 2020 | $1,515,000 | +17.8% | 38,205 | 0.0% | 0.12% | +3.5% |
| Q3 2020 | $1,286,000 | +12.5% | 38,205 | 0.0% | 0.11% | +5.6% |
| Q2 2020 | $1,143,000 | +143.7% | 38,205 | +99.0% | 0.11% | +101.9% |
| Q1 2020 | $469,000 | – | 19,198 | – | 0.05% | – |
Download | ||||||
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% |