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% | – |
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% |