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 | ||||
|---|---|---|---|---|---|---|
| Q1 2022 | $13,448,000 | -40.5% | 411,755 | -32.8% | 0.60% | -56.1% |
| Q4 2021 | $22,583,000 | +6.1% | 612,829 | +7.5% | 1.37% | -13.0% |
| Q3 2021 | $21,275,000 | +42.1% | 570,068 | +60.2% | 1.57% | +43.0% |
| Q2 2021 | $14,974,000 | +0.3% | 355,921 | -5.5% | 1.10% | -48.2% |
| Q1 2021 | $14,934,000 | 0.0% | 376,458 | 0.0% | 2.12% | +0.1% |
| Q4 2020 | $14,934,000 | +25.8% | 376,458 | -5.2% | 2.12% | +9.2% |
| Q3 2020 | $11,873,000 | 0.0% | 396,955 | 0.0% | 1.94% | +0.2% |
| Q2 2020 | $11,873,000 | -7.1% | 396,955 | -24.1% | 1.94% | -17.3% |
| Q1 2020 | $12,777,000 | -9.6% | 523,209 | +4.6% | 2.35% | +31.5% |
| Q3 2018 | $14,137,000 | – | 500,421 | – | 1.78% | – |
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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% |