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 2023 | $138,671 | -9.9% | 4,981 | -13.7% | 0.01% | -22.2% |
| Q4 2022 | $153,970 | -0.7% | 5,771 | -8.2% | 0.01% | -10.0% |
| Q3 2022 | $155,000 | -25.1% | 6,288 | -12.8% | 0.01% | -28.6% |
| Q2 2022 | $207,000 | -79.7% | 7,207 | -76.9% | 0.01% | -77.4% |
| Q1 2022 | $1,018,000 | +3.9% | 31,174 | +17.3% | 0.06% | +1.6% |
| Q4 2021 | $980,000 | -18.1% | 26,581 | -17.1% | 0.06% | -25.6% |
| Q3 2021 | $1,197,000 | -31.3% | 32,073 | -22.5% | 0.08% | -34.4% |
| Q2 2021 | $1,742,000 | +6.2% | 41,408 | +2.7% | 0.12% | -10.7% |
| Q1 2021 | $1,640,000 | -11.8% | 40,314 | -14.0% | 0.14% | -16.2% |
| Q4 2020 | $1,859,000 | +70.7% | 46,869 | +44.9% | 0.17% | +125.7% |
| Q3 2020 | $1,089,000 | +7.8% | 32,352 | -4.2% | 0.07% | -43.5% |
| Q2 2020 | $1,010,000 | +786.0% | 33,774 | +822.8% | 0.13% | +835.7% |
| Q4 2019 | $114,000 | +12.9% | 3,660 | 0.0% | 0.01% | -12.5% |
| Q3 2019 | $101,000 | -4.7% | 3,660 | 0.0% | 0.02% | -23.8% |
| Q2 2019 | $106,000 | +3.9% | 3,660 | -8.0% | 0.02% | -19.2% |
| Q4 2018 | $102,000 | -8.9% | 3,980 | 0.0% | 0.03% | +44.4% |
| Q3 2018 | $112,000 | – | 3,980 | – | 0.02% | – |
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% |