WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 260 filers reported holding WISDOMTREE TR in Q2 2022. The put-call ratio across all filers is - and the average weighting 0.5%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $19,279,074 | -3.3% | 713,416 | 0.0% | 1.42% | +0.2% |
| Q2 2023 | $19,940,582 | +0.3% | 713,416 | 0.0% | 1.42% | -11.7% |
| Q1 2023 | $19,875,770 | +2.3% | 713,416 | 0.0% | 1.60% | +0.3% |
| Q4 2022 | $19,436,930 | +9.3% | 713,416 | 0.0% | 1.60% | +8.3% |
| Q3 2022 | $17,776,000 | -12.4% | 713,416 | 0.0% | 1.48% | -7.6% |
| Q2 2022 | $20,287,000 | -44.7% | 713,416 | -36.9% | 1.60% | -37.1% |
| Q1 2022 | $36,667,000 | -12.0% | 1,131,186 | 0.0% | 2.54% | -7.2% |
| Q4 2021 | $41,684,000 | -1.3% | 1,131,186 | 0.0% | 2.74% | -9.3% |
| Q3 2021 | $42,216,000 | -11.3% | 1,131,186 | 0.0% | 3.02% | -13.6% |
| Q2 2021 | $47,589,000 | +9.9% | 1,131,186 | +6.2% | 3.49% | -19.8% |
| Q1 2021 | $43,321,000 | +23.1% | 1,064,660 | +20.0% | 4.36% | +34.0% |
| Q4 2020 | $35,203,000 | – | 887,405 | – | 3.25% | – |
Download | ||||||
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% |