WISDOMTREE TR's ticker is XSOE and the CUSIP is 97717X578. A total of 238 filers reported holding WISDOMTREE TR in Q4 2022. The put-call ratio across all filers is 2.33 and the average weighting 0.4%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $943,312 | -18.9% | 35,370 | -15.0% | 0.07% | -18.1% |
| Q2 2023 | $1,163,240 | -65.6% | 41,618 | -65.8% | 0.08% | -65.8% |
| Q1 2023 | $3,383,939 | +4.0% | 121,550 | -0.4% | 0.24% | 0.0% |
| Q4 2022 | $3,254,917 | +4.6% | 121,998 | -3.5% | 0.24% | -5.4% |
| Q3 2022 | $3,111,000 | -16.2% | 126,360 | -2.4% | 0.26% | -14.6% |
| Q2 2022 | $3,713,000 | -10.8% | 129,454 | +1.6% | 0.30% | +9.9% |
| Q1 2022 | $4,163,000 | -8.5% | 127,458 | +3.2% | 0.27% | -4.5% |
| Q4 2021 | $4,551,000 | +20.7% | 123,509 | +22.2% | 0.29% | +12.5% |
| Q3 2021 | $3,771,000 | -5.5% | 101,035 | +6.5% | 0.26% | -4.5% |
| Q2 2021 | $3,991,000 | +14.1% | 94,871 | +10.3% | 0.27% | +7.7% |
| Q1 2021 | $3,499,000 | +18.5% | 85,991 | +15.5% | 0.25% | +22.8% |
| Q4 2020 | $2,953,000 | +52.0% | 74,448 | +29.0% | 0.20% | +21.7% |
| Q3 2020 | $1,943,000 | +10.8% | 57,701 | -1.5% | 0.17% | 0.0% |
| Q2 2020 | $1,753,000 | +26.2% | 58,598 | +3.0% | 0.17% | -16.2% |
| Q1 2020 | $1,389,000 | -12.3% | 56,896 | +12.2% | 0.20% | +17.2% |
| Q4 2019 | $1,583,000 | +7.8% | 50,695 | -4.6% | 0.17% | +0.6% |
| Q3 2019 | $1,469,000 | -1.3% | 53,142 | +3.1% | 0.17% | -2.9% |
| Q2 2019 | $1,488,000 | +3.8% | 51,551 | +3.6% | 0.17% | -2.8% |
| Q1 2019 | $1,434,000 | +12.1% | 49,750 | -0.6% | 0.18% | +1.7% |
| Q4 2018 | $1,279,000 | -9.9% | 50,050 | -0.4% | 0.18% | +10.8% |
| Q3 2018 | $1,419,000 | +6.5% | 50,240 | +9.5% | 0.16% | -1.9% |
| Q2 2018 | $1,333,000 | -1.2% | 45,865 | +9.9% | 0.16% | -8.0% |
| Q1 2018 | $1,349,000 | – | 41,730 | – | 0.18% | – |
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% |