WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 241 filers reported holding WISDOMTREE TR in Q1 2023. The put-call ratio across all filers is - and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $3,353,764 | -64.0% | 125,742 | -60.0% | 0.15% | -26.3% |
| Q2 2023 | $9,315,874 | +62.7% | 314,504 | +71.9% | 0.20% | -17.7% |
| Q1 2023 | $5,725,822 | +88206.9% | 182,993 | -11.2% | 0.25% | +43.9% |
| Q4 2022 | $6,484 | -99.9% | 206,108 | +2.9% | 0.17% | +4.8% |
| Q3 2022 | $6,334,000 | +10.4% | 200,209 | +10.4% | 0.16% | -8.3% |
| Q2 2022 | $5,735,000 | -33.8% | 181,298 | -33.9% | 0.18% | +66.7% |
| Q1 2022 | $8,661,000 | +209.9% | 274,210 | +264.1% | 0.11% | +96.4% |
| Q4 2021 | $2,795,000 | +161.5% | 75,315 | +163.9% | 0.06% | +161.9% |
| Q3 2021 | $1,069,000 | +45.2% | 28,540 | +61.9% | 0.02% | +40.0% |
| Q2 2021 | $736,000 | +34.8% | 17,632 | +31.6% | 0.02% | +36.4% |
| Q1 2021 | $546,000 | +96.4% | 13,399 | +90.5% | 0.01% | 0.0% |
| Q4 2020 | $278,000 | +53.6% | 7,034 | +30.3% | 0.01% | 0.0% |
| Q3 2020 | $181,000 | +352.5% | 5,399 | +294.7% | 0.01% | +266.7% |
| Q2 2020 | $40,000 | +17.6% | 1,368 | +4.8% | 0.00% | 0.0% |
| Q1 2020 | $34,000 | -97.4% | 1,305 | -96.9% | 0.00% | -96.9% |
| Q4 2019 | $1,299,000 | +14.1% | 41,550 | +0.0% | 0.10% | +28.9% |
| Q3 2019 | $1,138,000 | +898.2% | 41,540 | +837.7% | 0.08% | +985.7% |
| Q4 2018 | $114,000 | -18.6% | 4,430 | -10.6% | 0.01% | +16.7% |
| Q3 2018 | $140,000 | -4.1% | 4,955 | 0.0% | 0.01% | 0.0% |
| Q2 2018 | $146,000 | +58.7% | 4,955 | +70.9% | 0.01% | +50.0% |
| Q1 2018 | $92,000 | 0.0% | 2,900 | 0.0% | 0.00% | 0.0% |
| Q4 2017 | $92,000 | – | 2,900 | – | 0.00% | – |
Download | ||||||
Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Warren Street Wealth Advisors, LLC | 325,666 | $10,636,000 | 9.29% |
| ESL Trust Services, LLC | 712,042 | $23,256,000 | 7.15% |
| Melone Private Wealth, LLC | 222,443 | $6,727,000 | 5.49% |
| Stewardship Advisors, LLC | 455,040 | $14,862,000 | 5.48% |
| WESCAP Management Group, Inc. | 392,582 | $12,821,000 | 3.62% |
| TOMPKINS FINANCIAL CORP | 770,755 | $25,173,000 | 3.55% |
| Transamerica Financial Advisors, Inc. | 2,833 | $93,000 | 3.32% |
| Legacy Financial Group LLC | 343,305 | $11,212,000 | 3.29% |
| HOWARD FINANCIAL SERVICES, LTD. | 335,090 | $10,944,000 | 3.24% |
| ShoreHaven Wealth Partners, LLC | 186,705 | $6,097,000 | 3.22% |